Document Types
             
  Document Styles:    
Type of Plan and Adoption Agreements Corbel   PPD   Price
Mass Submitter Program          
1. PPA, Corbel or PPD Defined Contribution Volume Submitter
A combined plan and trust that looks like a prototype, with the same plan document as the Corbel or PPD Defined Contribution Prototype Plan and includes your choice of the following Adoption Agreements:
a.401(k)     $3,500
b.Profit Sharing
c.Money
Note: EGTRRA documents used until IRS approval in 2014.
 
2. PPA, Corbel or PPD Defined Contribution Prototype
A combined plan and trust with Standardized and Non-Standardized Adoption Agreements for your choice of the following:
a.Solo 401(k) (Corbel Standardized Only)   N/A   $3,500
b.401(k)
c.Profit Sharing
d.Money
Note: EGTRRA documents used until IRS approval in 2014.
 
3. EGTRRA, Corbel or PPD (Pension Publications of Denver) Defined Contribution Volume Submitter
A combined plan and trust that looks like a prototype, with the plan document similar to the Corbel or PPD Defined Contribution Prototype Plan, and includes your choice of the following Adoption Agreements:
a.Profit Sharing     $3,500
b.Money Purchase
c.401(k)
 
4. EGTRRA, Corbel or PPD (Pension Publications of Denver) Defined Contribution Prototype
A combined plan and trust with Standardized & Non-Standardized Adoption Agreements for your choice of the following:
a.Solo 401(k) (Corbel Standardized Only)   N/A   $3,500
b.401(k)
c. Profit Sharing
d. Money Purchase
e. Target (Non-Standardized Only)
 
5. EGTRRA, Defined Benefit Plan & Trust
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
 
6. Other Plans
IRA/Roth IRA (National Only) N/A     $1,495
457 N/A $1,695
Nonqualified Plan N/A $2,295
403(b) (Prototype Format) N/A $3,000
 


Navigator Control
Error Loading XML File...
  • No Controls Found