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Plan Document Preparation & Maintenance

Once the plan is finalized, we prepare the document keeping in mind the IRS guidelines and changing rules. The document prepared by our team is fully customized and clearly outlines how the plan will work. 

We provide our clients the service of submission of the document to the IRS. In case there are any regulatory changes or the client feels that the plan can be improved in any way, we make sure our team gets the job done.


All necessary compliance documentation, as well as section edits and amendments are a part of the maintenance package that we offer.

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