Pension Planners Northwest provides a complete service throughout the installation of your company's Plan. The firm offers assistance to the company's attorney in preparation of all Plan Documents, prepares the Internal Revenue Service and Department of Labor forms required for qualification, and assists in obtaining a favorable determination letter from the IRS.

EXISTING PLAN REVIEW

Pension Planners Northwest is available to assist in the administration of your company's existing retirement plan. The firm will also review your plan to determine whether the plan is meeting the current needs of the company, and to verify that it is operating properly and in compliance with government regulations.