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TPA Services: Plan Design & Documents

The plan’s document is critical to maintain its qualified status, and with the correct provisions, allows your clients the freedom to operate the plan in a way that best suits your clients’ needs and goals. We have a fully-staffed legal department, led by an ERISA attorney, available for consultation at any time.

Our expert 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 questions about other services we can provide, 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.