Service Bureau

Prepare 12 or fewer plans a year? Rather not create documents in your office?

No Problem. We can prepare these plans for you!

Using our Service Bureau is as simple as 1, 2, 3.

  1. Complete a checklist or Adoption Agreement
  2. Specify the plan design options you want
  3. Return it to us
We do the rest!

Our checklists and Adoption Agreements have been developed by our pension experts - writing and refining plan documents over the years and breaking them down into a series of logical questions for the various plan types.

Choose On-Demand Service for quick plan documents via the Internet. Simply answer the checklist or Adoption Agreement questions on screen, hit submit, and your documents are sent back to your e-mail address (or anyone else's) or posted to our FTP site in an executable or zip file.

Or, choose Premium Fax/Mail Service for a more "hands-on" approach for your occasional document needs. Our professional staff will review your completed checklist for accuracy and contact you if they have questions. Also, our staff will work with you and our technical pension consultants to draft your custom language. Receive your documents either in a hardcopy, Adobe® Acrobat® PDF, or both.