We offer:

Consulting services

  • Plan design (typically included as part of document services below)
  • Specialized analysis as needed

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