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

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    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

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    10501 N. 2nd st | Machesney Park, IL, 61115 | (815) 394-5500

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