When the consultation and plan design phase is completed, RPAS can generate the legal documentation needed to implement the plan. Before a new plan can begin operating, or when an existing plan is being amended to conform to new laws, a number of tasks must be completed. They involve you - the client, your accountant, your attorney, the government, your employees - everyone connected with or affected by the plan. If any of these tasks are performed incorrectly or neglected, your plan is likely to run into serious compliance or operational difficulties.
We can submit all necessary documentation to the Internal Revenue Service to obtain a favorable determination letter regarding the plan’s tax-exempt status. We can also assist in establishing your organization’s administrative procedures, generate all printed forms, and prepare an administrator’s guide for in-house personnel.
RPAS prepares all items required to implement a plan, including: