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Plan Design and Implementation

Guiding You Through the Steps...

We know that selecting, customizing and implementing a plan can be a complex and daunting process. Our professional staff will guide you through each step of the process to ensure that your needs are met and your questions get answered.

  • Review the employer's controlled group and/or affiliated service group situation.
  • Design a plan tailored to meet the needs of the owners, employees and the business itself.
  • If we are taking over a plan already in existence, we will review the existing plan provisions and recommend changes to fully meet the employer's goals and objectives.
  • Prepare plan documents as required by the IRS.
  • Prepare the request for an IRS determination letter, if applicable.
  • Prepare the Summary Plan Description that is required to be distributed to plan participants.
  • Prepare customized enrollment and administrative materials.

Contact us to learn more about how Integrated Pension Services can craft the best plan to suit your needs.

Other Services include
Defined Contribution Plan Record Keeping and Administration
Defined Benefit Plan Actuarial Services and Administration
Annual Compliance Testing and Government Reporting
Consulting Services
Looking for a Specific Plan Type?

Begin your journey with Integrated Pension Services. We have a wide array of plans which you can discuss with one of our professional staff members.

Our Vision & Mission

Integrated Pension Services is dedicated to helping employers implement retirement plans that promote corporate goals and objectives, control costs and give employees a sense of security. Succinctly stated, our goal at IPS is to make every retirement plan we touch better.

Our Greatest Resource

Our greatest resource is our team of experienced professionals. Our clients are served by employees who have professional qualifications and whose backgrounds include many of experience in the pension and retirement field.

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Companies we provide service to
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Years Of Experience