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Relius Documents Retirement Plan Documents

Relius Documents retirement plan documents consist of prototypes (defined contribution, defined benefit, 403(b), volume submitter “prototype formatted”, individually designed plans, and miscellaneous documents (457, nonqualified, and IRA/Roth IRA). You can prepare a your plan document via the Internet (ASP), on your desktop (PC), with our Document Management Services (DMS), or through our Service Bureau.

Additional products and services:

• Prototype Annual Maintenance Plan (PMP)
• Standardized versus Nonstandardized Adoption Agreements
• Adoption Agreement Guides
• Prototype Printing Services
• Plan Binders
• Document Types
• Prototype FAQs
• Summary Plan Description Booklet Printing
• Amendments and Forms
• Communication Pamphlets

Features

• Plan documents written by Industry known consultants and attorneys
• Leverages SunGard's Volume Submitter and Mass Submitter status to lower IRS user fees
• Provides IRS compliant plan document and supporting forms packages
• Allows you to produce several different plan documents through various delivery methods
• Assists with IRS plan approval
  

Benefits

• Helps save time involved in researching and drafting plan documentation
• Reduces cost and time commitment with IRS-approved Mass Submitter  and Volume Submitter
• Customizes documents to suit specific business needs
  

Brochures & Datasheets

• Relius Documents Amendments and Forms [PDF, 174 KB]
• Communication Pamphlets [PDF, 270 KB]
• Relius Documents Prototype Plans [PDF, 224 KB]
• Relius Documents Individually Designed Plans (IDP) [PDF, 131 KB]
• Relius Documents Miscellaneous Documents [PDF, 736 KB]
• Relius Documents Prototype Annual Maintenance Plan (PMP) [PDF, 126 KB]
• Relius Documents Standardized vs. Nonstandardized Adoption Agreements [PDF, 126 KB]