Document Types

  Provided By
  SunGard Corbel
Type of Plan and Adoption Agreements   PPD  
Mass Submitter Program
 		         Price
 
1. Corbel or PPD (Pension Publications of Denver) Defined Contribution
(Combined Plan & Trust for Profit Sharing/Money Purchase/401(k)/Target plus the Standardized & Non-Standardized Adoption Agreements for the following:)
          
a. Solo 401(k)   N/A   $2,500
b. 401(k)     $2,500
c. Profit Sharing/Money Purchase     $2,500
d. Profit Sharing/Money Purchase/401(k)     $3,500
e. Profit Sharing/Money Purchase/Target     $3,500
f. Profit Sharing/Money Purchase/401(k)/Target     $4,500
NOTE: Only Non-Standardized Target Adoption Agreement is available.
          
           
2. Fundamental Defined Contribution Plan
(Combined Plan & Trust for Profit Sharing/Money Purchase/401(k) plus the Standardized & Non-Standardized Adoption Agreements for the following. This is a scaled down version of the Sungard Business Systems Comprehensive Plan.)
          
a. Solo 401(k)   N/A   $2,500
b. 401(k)   N/A   $2,500
c. Profit Sharing/Money Purchase   N/A   $2,500
d. Profit Sharing/Money Purchase/401(k)   N/A   $3,500
NOTE:Only Non-Standardized Adoption Agreements are available for Fundamental Plan.
          
         
           
3. Defined Benefit Plan & Trust, and includes all of the following Adoption Agreements:          
  Standardized Integrated   N/A   $3,800
  Non-Standardized Integrated   N/A  
  Standardized Non-Integrated   N/A  
  Non-Standardized Non-Integrated   N/A  
           
4. Other Plans:          
  IRA/Roth IRA (National Only) N/A     $1,495
  457 N/A     $1,495
  Nonqualified Plan N/A     $2,295
  Corbel or PPD (Pension Publications of Denver) Defined
  Contribution Volume Submitter

A volume submitter plan sponsored by Sungard Business Systems that looks like a prototype, with the Plan document similar to the Corbel or PPD Defined Contribution Plan, and includes the following Adoption Agreements: Profit Sharing/Money Purchase/401(k)

     $3,500

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