COMPLIANCE SERVICES

Proper documentation is critical to the long term success of a plan in providing understanding and protecting both plan sponsor and employee tax deductions. For its clients, DHA provides the following compliance services:

• Sample plan and trust document for adoption by the plan sponsor
• Sample summary plan description for adoption by the plan sponsor and distribution to employees
• Annual signature-ready IRS Filing Form 5500 and schedules

Additionally, DHA provides:

• Sample amendments
• Sample summary of material modifications
• Administrative procedures and policies