We offer:
Consulting services
- Plan design (typically included as part of document services below)
- Specialized analysis as needed
Annual administration services
Reports prepared by MRP Plans, Inc. and/or investment company (annually unless noted):
- Account balance statement
- Income statement
- Balance sheet
- Census Data listing
- Form 5500 series tax return and attachments
- Summary Annual Report
- Participant statements (typically quarterly for 401(k) plans from investment company or annually from MRP; usually excluding loan activity if from investment company)
- Non-discrimination test (401(k) plans; annually or more frequently if needed)
- Distribution processing – option election forms and tax forms
Document services
Documents prepared by MRP Plans, Inc.:
- Plan and Trust
- Summary Plan Descriptions
- Sample corporate resolution
- Trustees’ Agreement
- Funding Policy and Method
- QDRO Procedure
- Enrollment and Beneficiary Designation Forms
- IRS submission forms, as needed