• Home
• / Careers
• / What's New
• / Contact Us
• / Login

• / About Us
• / services
• / resources

• For Employers
  • Services
    • 401(k), 403(b) & 457
    • Defined Benefit
    • New Comparability
    • ESOP
    • Nonqualified
    • Daily Valuation
    • Online Web Access
    • Compliance Testing
    • Participant Services
    • Plan Design & Documents
    • Other Services
    • Free Plan Analysis
  • Resources
    • Request an Account
    • Forms
    • Admin & Processing
    • Frequently Asked Questions
    • Partner Websites
    • Gov't & Foundation Links
    • Free Plan Analysis
• For Individuals
  • Services
    • Plan Administration
    • Plan Statements
    • Online and Phone Access
    • Loan Requests
    • Distributions
    • Education & Assistance
    • QDROs and Valuations
    • Other Services
  • Resources
    • Create an Account
    • Forms
    • Frequently Asked Questions
    • Partner Websites
    • Additional Links
• For Financial Professionals
  • Services
    • 401(k), 403(b) 457 Plans
    • ESOP
    • Defined Benefit
    • New Comparability
    • Nonqualified
    • For Advisors and Brokers
    • Daily Valuation
    • Compliance Testing
    • Participant/Employee
    • Online Web Access
    • Plan Design & Documents
    • Employee Meetings & Education
    • Other Services
    • Free Plan Analysis
  • Resources
    • Request an Account
    • Frequently Asked Questions
    • Glossary
    • Outside Links
    • Free Plan Analysis
• About Us
  • Mission
  • History
  • Management Bios
  • Staff Directory
  • Careers
  • Contact Us
  • About Our Area
• What's New
  • Archive

Plan Design & Documents

Throughout the course of a plan's lifetime, numerous issues will arise that require changes and adaptations to the plan. Some of these will be brought about by legislative changes, while others may arise due to organizational changes, both in ownership structure and organizational objectives. In times like this, you will need expert legal advice, which we can provide.

Not only does Randall & Hurley have an experiences TPA administration and consulting team, we also have a fully-staffed legal department, led by an ERISA attorney, available for consultation at any time. Our legal services include:

• Legal consultation
• Plan design and review
• Plan amendments and restatements
• Plan merger consultant and document preparation
• Preparation of plan forms and notices
• Updates on legislative and regulatory law changes

If you don't see what you are looking for or have additional questions, please contact us. We'd be happy to help and provide a free quote for our services.

Learn more about what makes our company unique.