MRP Plans, Inc.

We offer:

Consulting services

• Plan design (typically included as part of document services below)
• Retirement income planning

Annual administration services

Reports prepared by MRP Plans, Inc. and/or investment company (annually unless noted):

• Account balance statement
• Income statement
• Balance sheet
• Census Data listing
• Form 5500 series tax return and attachments
• Summary Annual Report
• Participant statements (typically quarterly for 401(k) plans from investment company or annually from MRP; usually excluding loan activity if from investment company)
• Non-discrimination test (401(k) plans; annually or more frequently if needed)
• Distribution processing – option election forms and tax forms

Document services

Documents prepared by MRP Plans, Inc.:

• Plan and Trust
• Summary Plan Descriptions
• Sample corporate resolution
• Trustees’ Agreement
• Funding Policy and Method
• QDRO Procedure
• Enrollment and Beneficiary Designation Forms
• IRS submission forms, as needed