Solo Cash Balance DB Plans -
EZTPA Cash Balance Plan
Cash Balance Plan
Installation Fee
$3850.00
One Time
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Signature ready adoption agreement
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IRS pre-approved volume submitter plan document
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Plan Design Consulting
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AFTAP Certifications (if required)
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All required participant forms
Annual Plan Administration
$3850.00
Annual Fee
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All required IRS and DOL Testing
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Form 5500-SF and 5500-SB
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Actuarial Certifications
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AFTAP Certifications (if required)
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PBGC Calculations (additional fees may apply)
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Annual Compliance Consulting and Support
Cash Balance Distribution Fees
$450.00
Annual Fee
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Documents provided signature ready