403(b) Plan Documents Services—Are Your Clients’ Plan Documents IRS Compliant?

We are experts in pension/retirement plans and systems. We will combine this expertise with our intelligent sourcing process to find you the quality resources you need to complete your plan documents restatements on time and on budget.

SynergisticIT can help you as a plan provider to meet the IRS plan restatement deadline by providing you the resources you need to complete your client’s plan restatements. We have 20 years of experience in the retirement/pension space and have served some of the largest pension/retirement providers in the United States.

Skills

  • 403(b) Plan and Summary Plan document review and drafting
  • Volume Submitter 403(b) plans
  • Pre-approved Plans
  • IRS/DOL rules regulations for 401(a), 403(b), 401(k), 457(b), 457(f) and nonqualified plans.
  • ERISA Compliance Reporting

Technology

  • Relius Documents
  • ASC (McKay Hochman)
  • Document Generation and Management (DGEM)
  • DATAIR DC Plan Administration software

Roles

  • ASPPA Credentialed resources with QPA, QKA, CPC certifications and CRSPs.
  • Plan Document Compliance Experts
  • Plan Document Administrators

To view our 403(b) Plan Documents Success Story, click here.

If you are a Plan Provider and you need assistance to meet the 403(b) Plan Documents restatement deadline, call us today at 732-379-4140 (or email us at info@synergistic-it.com) and ask to speak to one of the managing partners.  We would be happy to help you.