E.I.P., Inc. - Providing Plan Services Since 1971
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Contact Us

700 Larkspur Landing Circle
Suite 108
Larkspur, CA 94939

toll free phone: (800) 653-401k
phone: (415) 461-3604
fax: (415) 461-3607
info@eipinc.com 












 

About Us

E.I.P., Inc. began with the mission that still guides the company today: to combine unequaled expertise with personal attention. In pursuit of that mission, our emphasis on customer satisfaction has earned us long-standing relationships with many of our clients.

Your Plan is the Focus of Our Attention

From E.I.P., Inc.’s inception, qualified plans have been our focus. For us, retirement plans are not a sideline or a separate department with an off-the-shelf, cookie cutter document. Instead, E.I.P., Inc. offers total dedication to qualified plans for businesses. Our staff of professional consultants and administrators invests the time to know and understand your company now and as it grows, assuring that the most appropriate solution to meet your specific objectives is reflected in your plan. In addition, we are tenacious about checking every detail, tracking legislative changes and keeping you informed of new opportunities.

How We Design Your Plan

After discussing your objectives, we determine the appropriate type of plan for your company, draft the documents, prepare the adoption agreement and trust form and obtain IRS approval. (All subject to approval by your legal advisor.)

We design new plans ("start ups") or redesign and transfer existing plans ("takeovers").

How We Administer Your Plan

Once the plan has been adopted, we perform all of the ongoing administrative services, then we add, delete, or modify provisions as objectives or demographics change.

In short, we provide the complete package of administrative services, including amendments, operational compliance and preparation of all required government reports.

Investment Options

All of our plans permit a wide variety of investment options.


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