Qualified Plan Procedures Manual
in both software and printed format

Are Qualified Plans a mystery to you?

Do you dread working with them?

The Qualified Plan Procedures Manual takes away the mystery by using clear explanations and step-by-step instructions. Written in plain English, the Manual provides the clear answers you've always wanted but have been unable to find. Whether you need to know how to open a plan, the funding limits, eligibility rules, everything you need is right here.

Your Qualified Plan Procedures Manual will give you ready answers to most questions you have on problem situations as well as routine procedures. Designed to handle the qualified plans of small businesses, the Manual will significantly reduce your anxiety and errors. This Manual is intended primarily for one person and other small plans.