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Plan Documentation

 Legally compliant documentation that delivers confidence.

409A compliant legal plan documentation process made simple.

 Mezrah Consulting provides legally compliant nonqualified plan documentation as part of their turnkey value proposition. This shortens the implementation timeline and provides clients with a seamless experience that integrates plan design, legal compliance, and technology administration—all under one roof.

Legal Nonqualified Plan Experience.

Mezrah Consulting delivers compliant legal plan documents and guidance as part of its consulting package.

  • Plan documentation is reviewed for IRC 409A and ERISA Top Hat plan compliance
  • Mezrah Consulting partnered with third-party national legal counsel to confirm the integrity of provided plan documentation
409A Plan Documentation

Contact Mezrah Consulting to learn more about our turnkey solution and plan documentation process.