Pension Resources offers a wide range of prototype standardized and non-standardized retirement plan documents. We also custom design retirement plan documents to suit the special needs of select employers.

Our prototype plans are written and designed by PenServ, Inc., a national pension design and consulting firm.

We also offer individually designed plans including Non-Qualified Deferred Compensation, Comparibility, 403(b), Age-Weighted, E.S.O.P. and Cafeteria.

PROFIT SHARING

MONEY PURCHASE PENSION

401(k)

AGE-WEIGHTED PROFIT SHARING

TIERED PROFIT SHARING

COMPARABILITY

CAFETERIA (section 125)

DEFERRED COMPENSATION

403(b)

STOCK PURCHASE