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.

Individually Designed Plans

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.

All plans and Supporting Forms Packages can be processed through our On-Demand Service via the Internet or our Premium Fax-Mail Service that provides a more ‘hands-on’ approach for processing your plan documents.

Volume Submitter and Individually Designed Plans for:

• Profit Sharing
• Stock Bonus
• Money Purchase
• Stock Bonus w/401(k)
• Defined Benefit
• Nonleveraged or Leveraged ESOP
• 401(k) Profit Sharing
• ESOP w/401(k)
• Target Benefit
• 403(b)

Select from several different Volume-Submitter and Individually Designed supporting forms packages that include:

• Summary Plan Description, written in an easy-to-read Q&A format
• Administrative Forms (Corporate Resolution, Notice to Interested Parties, Beneficiary Designation Form, Enrollment Forms, etc.)
• IRS Tax Forms - such as the 5307, Schedule Q, and 2848
• Plan Administrator's Guide - a comprehensive tool to assist the Plan Administrator or Human Resource Manager in complying with the rules governing the day-to-day operations of the plan. It even has a compliance calendar!
• Index - a thumbnail sketch of the employer's elections - telling you where to find them in the Adoption Agreement and plan document

SunGard is your solution for ensuring qualified plans for your clients!

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