PenServ has designed a variety of IRA Plan Document Packages whether your organization is a trustee or custodian. We also prepare the required disclosure language for you depending on whether your organization as the custodian can guarantee and/or project the amount that will be available to the participant upon attaining any age from very young to age 70 ¹/₂. The PenServ IRA documents have survived IRS plan audits and our financial disclosures satisfy section 1.408-6 of the Treasury Regulations.

PenServ offers internal audits of your retirement department including your forms, disclosures, processes and procedures to ensure that your institution will pass an IRS audit.

The IRA/SEP/SIMPLE Document Packages include:

• Traditional IRA Plan Packages (includes Traditional IRA agreement, disclosure statement and adoption agreement as well as all applicable administrative forms)
• Roth IRA Plan Packages (includes Roth IRA agreement, disclosure statement and adoption agreement as well as all applicable administrative forms)
• Coverdell ESA Plan Packages (includes ESA Plan, Adoption Agreement, disclosure and all applicable administrative forms)
• SIMPLE IRA Plan Packages (includes SIMPLE IRA agreement for participants, disclosure statement and adoption agreement as well as applicable forms and all Plan documents and forms) for use by the Employer to set up the SIMPLE Plan.)

These plan packages are available in a variety of formats:

• Paper versions (so you can use your own printing capabilities)
• Electronic versions (email or CD-ROM)
• Bulk printing by PenServ with customization available

For more information and a list of the forms included call 1-800-849-4001 or email marketing@penserv.com