This page outlines the selection of services provided by Pendoc. We provide volume-submitter and prototype Defined Benefit, Profit Sharing, 401k Money Purchase, and Target Benefit Plan documents. All plans are GUST approved and updated to meet EGTRRA and RMD requirements.

For more product information contact us by email at info@pendoc.com or call 866-736-0362.

Pendoc provides you with the following levels of services:

Full Subscription Service

Single Plan ADG Service (ADG/sp)

Single Plan Consulting Service

Consulting Services

Future Products and Services

All our services provide a level of technical and advisory support. Please refer to the Customer Support page for details.

Full Subscription Service:

Our full subscription service allows you to draft as many plan documents as you need for one low monthly rate.

By logging in to the subscriber portion of our website you will have access to:

Fee : $200.00/month with a one year licensing agreement.

Click here to sign up!

Single Plan ADG Service:

Our new Automated Document Generator / (ADG/sp) service is a cost effective way to generate single plans right over the internet. You can generate any of our Volume Submitter Plans for one low per plan fee.

How cost effective is it? $175.00 per plan.

Are there any additional costs? Only if you decide to have us complete the IRS submission forms. We charge an additional $50 for this service, which includes an IRS transmittal letter and completion of the required tax forms. We will only complete these forms upon your request.

How do I get started? Complete a License Agreement for Single Plan Users and fax the completed form to (415) 897-7061. To complete a License Agreement for Single Plan Users click here!

Single Plan Consulting Service:

This service is tailored to people who want additional consulting assistance. Using this service, you complete the adoption agreement by hand, and a Pendoc representative reviews your forms before completing the documentation.

You can download copies of our adoption agreements in pdf format by going to our sample document download page, and selecting the adoption agreement from the sample document table. If you would like to complete the adoption agreement as a MS Word™ document and email the completed form to us, please call 866-736-0362 to receive an adoption agreement in MS Word™ format.

Fee : $400.00 per plan.

Need a plan amended? Pendoc can generate basic amendments for your existing plan.

Fee : $50.00 per amendment.

Consulting Services

Pendoc provides consultative services as outlined in our customer support policy. If you need additional assistance tailoring a plan to fit your client's needs, our consultants can help.