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What reviewers say about Core Documents, Inc

Based on 12 reviews, listing data and website checks · updated yesterday

Customers describe the service as prompt, professional, and supportive, noting that the team is knowledgeable and helpful. Many reviewers found the process smooth and efficient, with several stating they would highly recommend the services.
What is Core Documents, Inc?

Core Documents, Inc. has been providing free plan design consulting and IRS-compliant plan documents to agents and employer groups nationwide since 1997. They offer voluntary annual document maintenance services to help employers amend and restate plans to maintain compliance with IRC, DOL, ERISA laws, and the Affordable Care Act. The business states that their competitors use an annual subscription service, while Core Documents offers plan documents starting at $99.

What do multiple reviewers praise about their experience?

Some reviewers say the team was prompt, professional, and supportive, with one user noting the service exceeded expectations. Multiple users describe the entire process as smooth, efficient, and hassle-free, with the team guiding them through every step and answering all questions.

What is the current Trustburn rating and review history?

The Trustburn listing shows a rating of 4 out of 5 from 12 reviews. The most recent review was posted on October 17, 2023, and the oldest was posted on December 16, 2022.

What specific support themes are shared by multiple reviewers?

Some reviewers mention that the team provided clear instructions and made everything easy to understand. Others note that the team was knowledgeable, efficient, and professional, helping with all the required documentation for their business.

What is the official website of Core Documents, Inc?

The official website of Core Documents, Inc is coredocuments.com.

Based on reviews, listing data and the company's website. Verify anything important with the company directly.

Sebastian Jackson
Reviews 1

I'm really satisfied with the service provided by Core Documents, Inc. The team was professional, knowledgeable, and efficient. They helped me complete the necessary documentation for my business in a timely manner. I highly recommend their services.

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About Core Documents, Inc

Since 1997, Core Documents has been providing free plan design consulting, as well as cost effective, IRS-compliant plan documents to thousands of satisfied agents and employer groups nationwide. Plan Documents start at only $99, which is quickly recouped through employer payroll tax savings. Voluntary annual document maintenance services are also available, starting at $79. With this service, employers are able to amend and restate existing plans as needed in order to maintain compliance with IRC, DOL and ERISA laws, as well as the Affordable Care Act (ObamaCare). In contrast, Core Documents’ competitors use an annual subscription service which requires their clients to pay for plan documents every year, whether changes are needed or not.