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Checklists


Complete the checklist below for the type of plan you need. All checklists are fillable pdfs which are easy to complete and email to us. As soon as we receive it, we will email you a confirmation. We then use the checklist to complete your plan document, summary plan description, adopting resolution and any administrative forms needed to adopt the plan document. Within 7 to 10 business days, we will email your plan document, SPD, adopting resolution and forms to you in both Word and PDF versions.

Defined Contribution Checklists:

  • Govt Money Purchase Plan (individually designed) Checklist.

ESOP/KSOP Checklists:

403(b) Checklists:

  • 403(b) Elective Deferral and Matching Checklist.

  • 403(b) Elective Deferral, Matching and Non-Elective Contributions Checklist.

NQDC Checklists:

  • 409A Non-Qualified Deferred Compensation Plan Checklist.

 

Erisafile Inc. and/or its employees, officers and agents are not engaged in the practice of law and do not render any legal, accounting, financial or other professional advice. Erisafile Inc. does not provide any advice and/or opinion as to whether any of the documents and or forms offered provide any specified legal or tax effect. All documents and or forms are prepared by Erisafile Inc. at the direction of the person using the site.

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