Document Services

Qualified Retirement Plans

Oriental Pension Consultants (OPC) offers qualified retirement plan documents to simplify 401(k), profit sharing, money purchase pension plan and defined benefit plan establishment and maintenance.


Plan Documents

US/IRS Qualified Plans

We offer comprehensive plan documents prepared by experienced ERISA consultants. Our capabilities include:

  • Volume Submitter Documents
  • Summary Plan Descriptions
  • Loan Policies
  • QDRO Procedures
  • Other Required Forms

We understand plan design. Our background and experience will help you avoid costly mistakes.


Puerto Rico Qualified Plans

We offer a Puerto Rico qualified prototype plan for your use to simplify the document process in Puerto Rico. The prototype includes a bilingual Summary Plan Description and policies.

While we offer compliance guidance to help our clients with issues that may arise, we do not provide legal services. We do, however, maintain strong relationships with several law firms with Puerto Rico expertise. These firms are available for referral purposes, as needed.

We have a long history of working with Hacienda on qualified retirement plan issues. We have assisted our clients on many IRS, Puerto Rico Department of Treasury and US Department of Labor audits.

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