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Profesional Services


Plan Design, Installation & Implementation :

• Proposals

• If you would like MGA to complete a proposal for your company, please click here to download a blank census and complete with the information we need to run your numbers. When the census is completed, email a copy to with the subject line PROPOSAL for PENSION PLAN and attach the census. Feel free to email any questions about completing the census.

• Coordinate with employer and financial advisors to meet employer's objectives in plan design or restructuring.

• Provide required resolutions, notices, IRS approved plan documents (when required), Summary Plan Descriptions, IRS submissions (if required) and customized plan operational forms, and prepare required Application for Trust Identification Number.

• Structure operational interfaces with existing financial advisors and representatives.

• Advise of potential problems or compliance concerns and effects of any pending legislation