Individually Designed Plans

FIS' individually designed document preparation service provides you with a variety of retirement and benefit plan including 401(k), profit sharing, defined benefit (including cash balance), cafeteria and self-funded health plans. Your documents package includes summary plan descriptions and other forms. Most of our retirement plan documents are volume submitter, with automatic reliance and lower IRS fees.

All plans and Supporting Forms Packages can be processed through our On-Demand Service via the Internet.

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)
  • Cafeteria
  • Self-funded
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 plan document

FIS Relius is your solution for ensuring qualified plans for your clients!

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