Logo Site Map
Contact Us
  •  Plan Documents

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 Purchase Plan
  • Davis Bacon Profit Sharing Plan
  • New Comparability 401(k) — a prototype as of EGTRRA document
  • New Comparability Profit Sharing — a prototype as of 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

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

Click to:
Request more information or call 973-492-1880.