Who we are Plan Documents, Inc. is the documents arm of Pension Services, Inc. Since PSI’s founding in 1989, our combined group has helped thousands of sponsors implement, amend, and maintain qualified retirement plans across the U.S. and Puerto Rico.
Why we’re different Most firms outsource plan documents. We don’t. Our in-house legal/document team works alongside PSI’s actuarial and administration teams every day. That means faster turnarounds, cleaner coordination, and documents that match operations the first time.
Combo CB + 401(k) coordination language (gateway, testing, safe harbor)
Plan mergers, spin-offs, terminations; resolutions, notices, and final packets
Corrective amendments/clean-up when document and operations drift
One solution, one timeline Design → Document → Admin is handled under one roof. You get a single point of contact, a document index with dates, and sign-ready packets—on time, every time.
Compliance note We prepare documents for qualified retirement plans and coordinate with your counsel/CPA as needed. Educational guidance only—we do not provide tax or legal advice.
