Relius Documents Retirement Plan Documents

Our retirement plan documents consist of prototypes (defined contribution, defined benefit, 403(b), volume submitter “prototype formatted”, individually designed plans, 457, nonqualified, and IRA/Roth IRA. You can prepare a customized plan document via the Internet (ASP), on your desktop (PC) or by having Relius create the document through our Service Bureau. Each plan document may come with Adoption Agreement(s), a Summary Plan Description (SPD), administrative forms, plan administrator's guide, IRS tax forms and index.

Features

  • 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 plan documents through the system or Service Bureau
  • 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