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      Plan Documentation

       Legally compliant documentation that delivers confidence.

      409A compliant legal plan documentation process made simple.

      Unlike most consulting firms that outsource plan documentation to third-party attorneys, Mezrah Consulting includes 409A legally compliant NQDC and executive benefit plan documents as part of their turnkey solution. This reduces friction, shortens implementation time, and provides clients with a seamless experience that integrates plan design, legal compliance, and technology administration—all under one roof.

      Our role in provision of legal services:

      Mezrah Consulting delivers legal-compliant plan documents and guidance as part of its consulting package, so:

      • Clients don’t need to separately engage a law firm for standard plan documentation
      • The plan design is reviewed for IRC 409A, §457(f), and ERISA Top Hat plan compliance
      • Legal exposure for standard documentation is covered within the implementation scope
      Generic Plan Overview

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

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