Products

Listed below are the EGTRRA compliant plans that we provide. Supporting forms packages (such as the summary plan description, administrative and tax forms) are also available for all of these plans.

Corbel Defined Contribution Prototype Plan with the following adoption agreements:

  • 401(k) non-standardized
  • 401(k) standardized
  • profit sharing non-standardized
  • profit sharing standardized
  • money purchase non-standardized
  • money purchase standardized
  • target benefit non-standardized
  • solo 401(k) standardized

Corbel Defined Contribution Volume Submitter Plan ("prototype formatted") with the following adoption agreements:

  • 401(k)
  • profit sharing
  • money purchase

PPD Defined Contribution Prototype Plan with the following adoption agreements:

  • 401(k) non-standardized
  • 401(k) standardized
  • profit sharing non-standardized
  • profit sharing standardized
  • money purchase non-standardized
  • money purchase standardized
  • target benefit non-standardized

PPD Defined Contribution Volume Submitter Plan ("prototype formatted") with the following adoption agreements:

  • 401(k)
  • profit sharing
  • money purchase

Fundamental Defined Contribution Prototype Plan (a scaled down version of the Corbel DC plan and adoption agreements) with the following adoption agreements:

  • 401(k) non-standardized
  • profit sharing non-standardized
  • money purchase non-standardized
  • solo 401(k) standardized

403(b) Prototype Plan with the following adoption agreements:

  • Elective Deferrals Only
  • Employer Contributions and Elective Deferrals

Corbel Defined Benefit Plan with the following adoption agreements: (EGTRRA approval in 2010)

  • non-standardized non-integrated
  • non-standardized integrated
  • standardized non-integrated
  • standardized integrated