Retirement Plan Solutions, LLC.

Documentation

Plan administrative procedures should be documented to provide a common platform for plan administration and related parties to have uniform understanding of roles, responsibilities and procedures. We at Retirement Plan Solutions can help review and document operating procedures resulting in the consistent application of procedures and support of your Plan's general operation. The following list provides topics that generally would be addressed in documented procedures.

Introduction

Overview

Pension Reform Legislation

Plan Overview Highlight

Contacts

FICA Alternative

Plan Enrollment

Plan Contributions

Participant Distributions (Benefit Payouts)

Life Insurance

Death Benefits

Communication Vehicles

Participant Statements and Confirmations

Payroll Level Reporting

Plan Sponsor Reporting

Investment Products

Commonly asked Participant Questions

Forms/Letters/Brochures

Interested in learning more about RPS and how they can help with documenting administrative procedures?