Plan Design and Documents

A consultant from IAI will work directly with the client and any other advisors to assess the situation and establish the retirement plan that best fit the client's objectives and needs.  IAI provides studies of costs and benefits of different types of retirement plans, including defined benefit, age-weighted and new comparability plans.  IAI will recommend the best plan design; insure that testing and demonstration of compliance standards are met; draft proposed language for individually designed plans and client-requested changes to plan documentation. Items included in plan design and document preparation are: