ftwilliam.com offers all of the popular prototype and volume submitter documents. The cost to generate each prototype adoption agreement is $305.00 and each volume submitter document is $340.00 (The "per document" option is not available for the IRS/PBGC, 5500 Forms or 5500 LITE package).
If you generate a large number of documents each year, you may also choose an annual subscription to the Plan Document Generation Package at a cost of $3,220 per year with no per document fee.
There is no additional cost for generation of supporting materials (summary plan description, IRS submission package (including forms 5307, 2848 and 8717) and administrative forms).
Our checklists and documents are regarded by current users as very readable and logically organized. In addition, all checklists are reviewable on-line by anyone with a password. All of this makes responding to client questions fast and efficient.
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