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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.

PROTOTYPE PLAN
EGTRRA Defined Contribution Basic Plan Document #01

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)

 

PROTOTYPE PLAN
Defined Benefit Basic Plan Document #02

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

 

VOLUME SUBMITTER

Plan Name

401(k) with Cross Testing Formula

Multiple Employer 401(k)

Profit Sharing Plan

Money Purchase Plan

Defined Benefit Plan

 

IRA PROTOTYPES

Plan Name

Traditional IRA and Roth IRA Plan

SIMPLE IRA Plan

Simplified Employee Pension (SEP) Plan

SARSEP Plan

 

403(b) PLANS

Plan Name

ERISA 403(b) Plan

Non-ERISA 403(b) Plan

 

INDIVIDUALLY DESIGNED PLANS

Plan Name

Eligible §457 Plan

Employee Stock Ownership Plan (ESOP)

§403(b) Church Plan

Cash Balance Plan (On 401kPortal, Volume format)

 

ADDITIONAL PLANS

Plan Name

Cafeteria Plan

 

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