PLAN DESIGN & IMPLEMENTATION
• Proposals
• If you would like Signature Benefit Solutions to complete a proposal for your
company, please click the link at right and download a blank census. Complete
with the information we need to run your numbers. When the census is completed,
email form to info@Signature-USA.com with the subject line: PROPOSAL for PENSION
PLAN, and attach the census. Feel free to email any questions about completing
the census.
• Coordinate with employer and financial advisors to meet employer's objectives
in plan design or restructuring.
• Provide required resolutions, notices, IRS approved plan documents (when required),
Summary Plan Descriptions, IRS submissions (if required) and customized plan
operational forms, and prepare required Application for Trust Identification
Number.
• Structure operational interfaces with existing financial advisors and representatives.
• Advise of potential problems or compliance concerns and effects of any pending
legislation