Retirement Plans
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.
- Profit Sharing
- Comparability
- Cross-Tested Profit Sharing
- Defined Benefit
- Cash Balance
- Split Funded Defined Benefit
- 457
- Traditional 401(k)
- Roth 401(k)
- Safe Harbor 401(k)
- Deferred Compensation
- Employer Stock Ownership (ESOP)
- Management Incentive Plans
- 403(b)
Other Services
Plan Design
Pension Resources offers a wide range of prototype standardized and non-standardized retirement plan documents.
Administration
Pension Resources offers complete plan administration services. You choose the payroll provider, financial advisor & investment platform.
Consulting
Pension Resources provides complete plan consulting services, full support and tools for your plans consulting needs.
Plan Audits
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Mauris magna est, hendrerit vitae sodales id, interdum non nulla.
Retirement Plans
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.
- Profit Sharing
- Comparability
- Cross-Tested Profit Sharing
- Defined Benefit
- Cash Balance
- Split Funded Defined Benefit
- 457
- Traditional 401(k)
- Roth 401(k)
- Safe Harbor 401(k)
- Deferred Compensation
- Employer Stock Ownership (ESOP)
- Management Incentive Plans
- 403(b)
Other Services
Plan Design
Pension Resources offers a wide range of prototype standardized and non-standardized retirement plan documents.
Administration
Pension Resources offers complete plan administration services. You choose the payroll provider, financial advisor & investment platform.
Consulting
Pension Resources provides complete plan consulting services, full support and tools for your plans consulting needs.
Plan Audits
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Mauris magna est, hendrerit vitae sodales id, interdum non nulla.