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Before you or your client
can begin placing monies into the plan,
a Plan & Trust document must be executed.
SAI provides the following services for
this plan design:
- Prototype
Plan & Trust Documents
- Supplemental
Forms
- Annual Compliance
Review
By clicking on the button
to the right, we provide you step-by-step
instructions on how to adopt a Micro(k).
Additional services are also offered as
requested on a fee-for-service basis.
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