Sponsor Documents | The Pension Specialists, Ltd. | Rockford

The Pension Specialists, Ltd. Retirement Plan Tax Consulting & Compliance Solutions

Plan Sponsor Downloadable Documents

Sponsor Documents

PDF files of documents are available for you to download. Just click on the links to the right.

Defined Contribution IRS Opinion Letters:

Standardized Profit Sharing Plan w/ CODA

Standardized Profit Sharing Plan

Standardized Money Purchase Pension Plan

Non-standardized Profit Sharing Plan w/ CODA

Non-standardized Safe Harbor Profit Sharing Plan w/ CODA

Non-standardized Profit Sharing Plan

Non-standardized Safe Harbor Profit Sharing Plan

Non-standardized Money Purchase Profit Sharing Plan

Defined Benefit IRS Opinion Letters:

Standardized Defined Benefit Plan w/ Permitted Disparity

Standardized Defined Benefit Plan w/o Permitted Disparity

Non-Standardized Defined Benefit Plan w/ Permitted Disparity

Non-Standardized Defined Benefit Plan w/o Permitted Disparity

Miscellaneous:

Nationwide FastPay User's Guide