Non-Discrimination Testing. Perform non-discrimination limitation testing upon request. In order to obtain this service, the client shall be required to provide the information identified in the Fidelity Discrimination Testing Package Guidelines. Any fees and restrictions associated with this testing service shall be addressed in such guidelines.
Non-Discrimination Testing. Retirement plans must conduct employer-by-employer non- discrimination testing for participants who are non-collectively bargaining employees. The Employer agrees to supply the Plan with any and all information necessary for the Plan to conduct the testing and take correction action as required by law. Failure to provide such information will cause the Plan to cancel this Agreement.
Non-Discrimination Testing. Because the retirement plans must conduct employer-by-employer non- discrimination testing for participants who are non-collectively bargaining employees, the Employer agrees to supply the Plan with any and all information necessary for the Plan to conduct the required testing. Failure to provide such information will cause the Plan to cancel this Agreement. EMPLOYER: By: Dated: BAY AREA PAINTERS AND TAPERS TRUST FUND: By: Name: _ Titled: _ Dated: By: Name: _ Dated: EXHIBIT A BAY AREA PAINTERS & TAPERS TRUST FUND ALUMNI ENROLLMENT FORM UNDER SUBSCRIBER AGREEMENT Name of Employer under Subscriber: Alumni’s Social Security Number: Last Date Covered by Collective Bargaining Agreement (CBA): ____________ Name of CBA Contributing Employer: Type of Work Performed for CBA Employer: Alumni Signature: Date: EXHIBIT B BAY AREA PAINTERS & TAPERS TRUST FUND
Non-Discrimination Testing. Perform non-discrimination limitation testing upon request. In order to obtain this service, the client shall be required to provide the information identified in the Fidelity Discrimination Testing Package Guidelines. Any fees and restrictions associated with this testing service shall be addressed in such guidelines. Non-discrimination testing will include the following: ADP/ACP testing, IRC Section 415(c) Annual Additions Limitation, 402(g) limit testing, 410(b) Ratio Percentage Test, Top Heavy Testing 416(c), Section 401(a)(17) Compensation Limits, and Section 414(v) Catch-Up Determination.
Non-Discrimination Testing. The Actual Deferral Percentage test compares the percentage of compensation deferred by the Highly Compensated Employees ("HCE") to the percentage of compensation deferred by the Non-Highly Compensated Employees ("NHCE"). HCE's generally are those that are 5% or more owners, receive compensation in excess of $75,000 as indexed ($100,000 for 1995), receive compensation in excess of $50,000 as indexed ($66,000 for 1995) and was in the top-paid group (the 20% with the highest compensation), or was an officer receiving compensation in excess of $45,000 as indexed (60,000 for 1995). The Actual Deferral Percentage ("ADP") for a group of employees is the average of each employee's elective contributions divided by the employee's compensation. The ADP for the HCE's may not exceed the ADP of the NHCE's multiplied by 1.25, or, if greater, two percent more than the ADP of the NHCE's. However, if the ADP of the NHCE's is less than 2%, the ADP for the HCE's may not exceed 200% of the ADP of the NHCE's. The Actual Deferral Percentage test for this year is:
Non-Discrimination Testing. 22. Because the retirement plans must conduct employer-by-employer non• discrimination testing for participants who are non-collectively bargaining employees, the Employer agrees to supply the Plan with any and all information necessary for the Plan to conduct the required testing. Failure to provide such information will cause the Plan to cancel this Agreement. EMPLOYER: By: __ _ __ _ __ _ __ _ __ ___ Date: NORTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS PENSION PLAN By: __ _ __ _ ___ __ _ __ __ _ Name: _ Titled: _ Date: By: __ _ __ _ ___ __ _ __ __ _ Name: _ Dated: EXHIBIT A NORTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL, METAL AND GLASS WORKERS PENSION FUND ALUMNI ENROLLMENT FORM UNDER SUBSCRIBER AGREEMENT Name of Employer under Subscriber: Alumni’s Social Security Number: Last Date Covered by Collective Bargaining Agreement (CBA): ____________ Name of CBA Contributing Employer: Type of Work Performed for CBA Employer: Alumni Signature: Date: EXHIBIT B NORTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASSWORKERS PENSION PLAN AND INDIVIDUAL ACCOUNT RETIREMENT PLAN
Non-Discrimination Testing. Because the retirement plans must conduct employer-by-employer non• discrimination testing for participants who are non-collectively bargaining employees, the Employers agrees to supply the Trust Fund with any and all information necessary for the Trust Fund to conduct the required testing. Failure to provide such information will cause the Trust Fund to cancel this Agreement. EMPLOYER: By: __ _ __ _ __ _ __ _ __ ___ Dated: BAY AREA PAINTERS AND TAPERS PENSION TRUST FUND: By: __ _ __ _ __ _ __ _ __ ___ Name: _ Titled: _ Dated: By: __ _ __ _ __ _ __ _ __ ___ Name: _ Dated: BAY ARE PAINTERS & TAPERS ALUMNI ENROLLMENT FORM Social Security Number: _ Current Employer: _ Last Work Covered By Collective Bargaining Agreement _ Employer: _ Dates: _ Alumni Signature:
Non-Discrimination Testing. Because the retirement plans must conduct employer-by-employer non- discrimination testing for participants who are non-collectively bargainingemployees, the Employers agrees to supply the Trust Fund with any and all information necessary for the Trust Fund to conduct the required testing. Failure to provide such information will cause the Trust Fund to cancel this Agreement. EMPOLYER: By: _ Title: Date: NORTHERN CALIFORNIA GLAZIERS,ARCHITECTURAL METAL AND GLASSWORKERS PENSION PLAN: By: _ Title: Date: By: _ Title: Date: GLAZIERS ALUMNI ENROLLMENT FORM Name of Alumni: Social Security Number: Current Employer: Last Work Covered by Collective Bargaining Agreement: Employer: Dates: Alumni Signature:
Non-Discrimination Testing. Because the retirement plans must conduct employer-by-employer non- discrimination testing for participants who are non-collectively bargaining employees, the Employers agrees to supply the Trust Fund with any and all information necessary for the Trust Fund to conduct the required testing. Failure to provide such information will cause the Trust Fund to cancel this Agreement. EMPLOYER: Date: NORTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METALAND GLASSWORKERS PENSION PLAN: By: Title: Date:. _ GLAZIERS INDIVIDUALACCOUNT RETIREMENT PLAN: By: _ Title: _ Date: GLAZIERS ALUMNI ENROLLMENT FORM SocialSecurity Number:------------ Current Employer: ------------ Last Work Covered By Collective Bargaining Agreement----------- Employer: Dates: _ Alumni Signature:
Non-Discrimination Testing. Because the retirement plans must conduct employer-by-employer non-discrimination testing for participants who are non-collectively bargaining employees, the Employers agrees to supply the Trust Fund with any and all information necessary for the Trust Fund to conduct the required testing. Failure to provide such information will cause the Trust Fund to cancel this Agreement. EMPLOYER: By: Name: Titled: Dated: BAY AREA PAINTERS AND TAPERS PENSION TRUST FUND: By: Name: Titled: Dated: By: Name: Titled: Dated: BAY ARE PAINTERS & TAPERS ALUMNI ENROLLMENT FORM Name of Alumni: Social Security Number: Current Employer: Last Worked Covered by Collective Bargaining Agreement: Employer: Dates: Alumni Signature:
