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 plan documents via the Internet (ASP), with Document Management Services (DMS), or through the Service Bureau.
Additional products and services:
Features
- Access to plan documents written by industry-known consultants and attorneys
- SunGard's Volume Submitter and Mass Submitter status helps lead to lower IRS user fees
- Access to IRS compliant plan document and supporting forms packages
- Ability to produce several different plan documents through various delivery methods
Benefits
- Helps save time involved in researching and drafting plan documentation
- Helps reduce cost and time commitment with IRS-approved Mass Submitter and Volume Submitter
- Customizes documents to suit specific business needs