EZUnik Services


GET RETIREMENT PLAN GUIDANCE

Get answers from a retirement specialist
  • Online customer service support for Q&A
  • Explanation of plan provisions
  • Annual Compliance Support

OUR CORE SERVICES

Our core service package provides:
  • Signature ready adoption agreement
  • IRS pre-approved prototype plan document
  • Individual Salary Reduction Agreement
  • Loan Forms & Amortization Schedules (additional fees may apply)
  • Distribution Forms

5500 FILING SERVICES

Our 5500 filing package:
  • Signature ready IRS Form 5500-EZ (required for your plan when assets reach $250,000)
  • Delivered electronically to you ready for submission to the IRS
  • Note: This service is available only to customers who purchase an EZUniK plan document
  • Get Started