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Chart of Plans
Below
is an overview of the various plans
available from McKay Hochman. It is
organized by category of document.
|
Plan Name |
Available Adoption Agreements |
| Profit
Sharing Plan |
Nonstandardized / Standardized / Xpress |
|
Money Purchase Plan |
Nonstandardized / Standardized / Xpress |
| 401(k)
Plan |
Nonstandardized / Standardized / Xpress |
|
Davis Bacon Plan |
- Nonstandardized 401(k)
- Profit Sharing
- Money Purchase |
| New
Comparability 401(k) Plan |
Nonstandardized
|
|
New Comparability Profit Sharing Plan |
Nonstandardized |
| Target Benefit Plan |
Nonstandardized and Standardized |
|
SIMPLE 401(k) Plan |
Simple 401(k) |
|
|
|
|
|
|
Plan Name |
Available Adoption Agreements |
| Integrated
Defined Benefit Plan |
Nonstandardized and Standardized |
|
Nonintegrated Defined Benefit Plan |
Nonstandardized and Standardized |
| Offset
Defined Benefit Plan |
Nonstandardized and Standardized |
|
|
|
|
|
|
Plan Name |
|
401(k) with Cross Testing Formula |
|
Multiple Employer 401(k) |
| Profit Sharing Plan |
| Money Purchase Plan |
|
Defined Benefit Plan |
|
|
|
|
|
|
Plan Name |
|
Traditional IRA and Roth IRA Plan |
|
SIMPLE IRA Plan |
| Simplified
Employee Pension (SEP)
Plan |
|
SARSEP Plan |
|
|
|
|
|
|
Plan Name |
|
ERISA 403(b) Plan |
| Non-ERISA 403(b)
Plan |
|
|
|
|
|
|
Plan Name |
|
Eligible §457 Plan |
| Employee
Stock Ownership Plan (ESOP) |
|
§403(b)
Church Plan |
| Cash Balance Plan (On 401kPortal, Volume format) |
|
|
|
|
|
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|