Simplifying plan design and document preparation while ensuring the highest degree of accuracy and efficiency is critical in establishing a qualified retirement plan that works effectively. The Plan Adoption System™ is an online application that makes plan document preparation, set up, and modification easy and convenient. The user-friendly, step-by-step process includes compliance controls and generates, plan documents, Summary Plan Descriptions as well as custom reports and documents.
  • Provides version history
  • Interfaces with your existing systems
  • Offers administrator-controlled access


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