A news release said the document has been drafted in compliance with the final 409A regulations and can be used by plan sponsors to meet the January 1, 2009, compliance deadline for most plans.
According to the company, the offering includes an Adoption Agreement, Basic Plan Document, Plan Description, election forms, sample Rabbi Trust, in-service distribution form, and more. Features of the ftwilliam.com document preparation software include context sensitive help buttons and online error checking.
The 409A plan document is available for $275/plan, or the company offers a Non-Qualified Plan Document Subscription for $775/year, which includes 457(b) and 409A.
More information is available at www.ftwilliam.com.
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