Plan Installation  
         
 

Standardized Plan Documents are pre-approved by the IRS and therefore more cost efficient to the client. Individualized Plan Documents are designed to meet the specific and unusual needs of a client. Such a plan would be filed with the IRS for individual approval.

A Summary Plan Description is provided to the Employees advising them of their benefits under the Plan. LDSCO will conduct a general employee meeting, if the client so desires, to explain the Plan to all employees and answer any questions.

412( i )  Plan Study Information

MS Word 412( i )  Plan Study Information

Online Census Form  Excel Census Form

Online Sponsor Form  Excel Sponsor Form