SunGard's individually designed document preparation service includes volume submitter- approved plan, trust, SPD, Plan Administrator's Guide, administrative and election forms fully customized to the plan, IRS submission Forms 5300/5307, Notice to Employees, adopting resolution, and plan specification index.
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FIS' individually designed document preparation service provides you with a variety of retirement and benefit plan including 401(k), profit sharing, defined benefit (including cash balance), cafeteria and self-funded health plans. Your documents package includes summary plan descriptions and other forms. Most of our retirement plan documents are volume submitter, with automatic reliance and lower IRS fees.
All plans and Supporting Forms Packages can be processed through our On-Demand Service via the Internet.
Volume Submitter and Individually Designed Plans for:
FIS Relius is your solution for ensuring qualified plans for your clients!