Plan Implementation

Once an effective plan design is determined, the next step is implementation. The implementation process includes:

• Preparation of Plan and Trust agreements
• Preparation of Summary Plan Description for participants
• Preparation of plan amendments, as necessary
• Application for determination letter, if required
• Communication of plan benefits to employees and conduct enrollment meeting
• Coordination of the Trustees, Plan Sponsor, Plan Administrator,Investment professionals and others, as required
• Preparation of any required notices which could include “BlackOut” or “Safe Harbor” Notices