Plan Document Preparation & Maintenance

Remember…Cycle 3 Restatements for 401(k)/Profit Sharing Plans are Required by July 31, 2022. More info here:

Cycle 3 Restatement

Internal Revenue Service (IRS) rules require retirement plans to have a written plan document to formalize how the plan will operate. Once Pinnacle Plan Design has finalized the plan design to your satisfaction, we will prepare the necessary plan document, adoption agreement, resolutions, amendment, and trust agreement.

In the future, your retirement plan needs may change. We will review your plan document to make sure the design meets your needs and, if necessary, we will suggest amendments to improve the design. In addition, we will ensure that your plan document is always up-to-date with IRS requirements.

Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.
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