PPA On-Demand Pricing

The only form of payment acceptable with the PPA On-Demand service is credit card (Visa, Mastercard, or American Express).

PPA Corbel Volume Submitter/Individually Designed Plans Pricing
The Volume Submitter/Individually Designed prices (listed below) include a Plan and Trust document, Supporting Forms Package, SPD, and all notice, election, and IRS submission forms.

  Pricing
Cafeteria - Premium $425.00
Cafeteria - Flexible $485.00
IDP 401(k) $670.00
IDP Defined Benefit $1,345.00
IDP ESOP $790.00
IDP ESOP with 401(k) $1,020.00
IDP ESOP with Money Purchase $1,020.00
IDP Stock Bonus $790.00
IDP Stock Bonus with 401(k) $1,020.00
IDP Money Purchase/Target $795.00
IDP Money Purchase $670.00
IDP Profit Sharing $670.00

PPA Prototype and Volume Submitter "Prototype Formatted" Supporting Forms Packages Pricing
In order to process a Prototype Supporting Forms Package, you must have purchased the corresponding Prototype Plan document.

Note: The Defined Contribution Volume Submitter "prototype formatted" documents listed in this section are volume submitter plans that include a separate basic plan document and adoption agreements. You must have purchased the Volume Submitter plan documents to order the supporting forms packages.


PPA Corbel Pricing
Prototype 401(k), Profit Sharing, Money Purchase, Target, Defined Benefit, and 403(b) $215.00
Defined Contribution Volume Submitter "prototype formatted" $215.00

PPA PPD Pricing
PPD Prototype 401(k), Profit Sharing, Money Purchase, Target $215.00
PPD Defined Contribution Volume Submitter "prototype formatted" $215.00

403(b) Volume Submitter Plan
This is a “prototype formatted product” meaning there’s a basic plan document and adoption agreements. We offer five (5) different options which are listed below. For more details please visit 403(b) Pre-approved Plans. The plan package includes Basic Plan Document, Adoption Agreement, Plan Summary, Resolution, and Administrative Procedures documents.

 Pricing
Comprehensive (Employer Contribution & Elective Deferrals $550.00
Church (NON-ERISA) $550.00
Governmental (NON-ERISA) $550.00
Elective Deferral only (NON-ERISA) $295.00
Retirement Income Account (RIA) $750.00

457(b) Pricing
Adoption Agreements, Basic Plan Documents and all supporting forms for prototype-formatted 457(b) plans. The supporting forms package includes a summary document that captures the provisions of the plan in a format similar to an SPD. $540.00

"Prototype Formatted" Governmental Volume Submitter Defined Contribution Package Pricing
This plan is “prototype formatted” (i.e., it has a basic plan document and 2 adoption agreements). One adoption agreement is for a 401(a) plan (discretionary employer contributions) and the other is for a Money Purchase plan. The plan package includes Basic Plan Document, Adoption Agreement, Plan Summary, Resolution, and Administrative Procedures documents. $490.00

Self-Funded Pricing
The Self-Funded price below includes Plan, Claims Procedure, Trust, and Summary of Benefits and Coverage documents. $715.00

 


On-Demand Service
What It Is
On-Demand Service
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