Ascensus offers IRS-approved qualified retirement plan documents to simplify 401(k), profit sharing, and money purchase pension plan establishment and maintenance.
Our plan adoption agreements are available in three versions.
- Simplified – A simple document that still includes key small business provisions, such as vesting options and Social Security integration
- Flexible – A more extensive document with provisions to meet most employers business objectives
- Comprehensive – A sophisticated document that accommodates highly customized plan designs
We also offer qualified retirement plan kits that include an adoption agreement, basic plan document, employee data worksheet, and designation of beneficiary forms.