Prototype Plans

McKay Hochman supports a variety of Prototype Plans for self-employed individuals, corporate employers, and partnerships. Most plans can also be adopted by tax-exempt organizations. Our Prototype Plan document options include:

Defined Contribution Plans

Profit Sharing Plan (Standardized* or Nonstandardized)
Money Purchase Pension Plan (Standardized* or Nonstandardized)
401(k) Cash or Deferred Plan (Standardized* or Nonstandardized)
Davis Bacon 401(k) Cash or Deferred Plan
Davis Bacon Money Puchase Plan
Davis Bacon Profit Sharing Plan
New Comparability 401(k) — available as of EGTRRA document
New Comparability Profit Sharing — available as an EGTRRA document
SIMPLE 401(k) Plan
Target Benefit Plan (Standardized* or Nonstandardized)

* Standardized is also available as our Xpress Standardized for employers who wish to establish a less complex plan.

Defined Benefit Plans (available in Standardized or Nonstandardized versions)

Unit Benefit
Flat Benefit
Offset Agreements are also available

Individual Retirement Plans

Traditional IRA
Roth IRA
Coverdell Education

Simple IRA Plans
Simplified Employee Pension Plan
Salary Reduction Simplified Employee Pension Plan (SARSEP)

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Request more information or call 1-973-492-1880.