PROTOTYPE PLAN DOCUMENTS Clause Samples
The "PROTOTYPE PLAN DOCUMENTS" clause establishes the use of standardized, pre-approved plan documents for retirement or benefit plans. In practice, this means that employers or plan sponsors adopt a set of plan documents that have already been reviewed and approved by regulatory authorities, rather than drafting custom documents from scratch. This approach streamlines the process of plan adoption, ensures compliance with legal requirements, and reduces administrative costs and risks associated with errors in plan drafting.
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PROTOTYPE PLAN DOCUMENTS. This Adoption Agreement may be used only in conjunction with the Dreyfus Prototype Defined Benefit Plan, Basic Plan Document No. 02, and the Dreyfus Trust Agreement all as amended from time to time. In the event the Sponsor amends the Basic Plan Document or this Adoption Agreement or discontinues this type of plan, it will inform the Employer. The Sponsor, Dreyfus Corporation, is available to answer questions regarding the intended meaning of any Plan provisions, adoption of the Plan and the effect of an opinion letter, at:__________________________________________________________________ _____________________________________________________________________.
PROTOTYPE PLAN DOCUMENTS. This Adoption Agreement may be used only in conjunction with the Dreyfus Prototype Defined Contribution Plan, Basic Plan Document No. 01, and the Dreyfus Trust Agreement both as amended from time to time. In the event the Sponsor amends the Basic Plan Document or this Adoption Agreement or discontinues this type of plan, it will inform the Employer. The Sponsor, The Dreyfus Corporation, is available to answer questions regarding the intended meaning of any Plan provisions, adoption of the Plan and the effect of an Opinion Letter at ▇▇▇ ▇▇▇▇▇ ▇▇▇▇▇▇▇ Boulevard, Uniondale, New York 11556-0144 [(▇▇▇) ▇▇▇-▇▇▇▇].
PROTOTYPE PLAN DOCUMENTS. This Adoption Agreement may be used only in conjunction with the Dreyfus Prototype Defined Contribution Plan, Basic Plan Document No. 01, and the Dreyfus Custodial Agreement both as amended from time to time. In the event the Sponsor amends the Basic Plan Document or this Adoption Agreement or discontinues this type of plan, it will inform the Employer. The Sponsor, The Dreyfus Corporation is available to answer questions regarding the intended meaning of any Plan provisions, adoption of the Plan and the effect of an Opinion Letter, at ▇▇▇ ▇▇▇▇▇ urtiss Boulevard, Uniondale, New York 11556 [(▇▇▇) ▇▇▇-▇▇▇▇]. XII. EMPLOYER ACCEPTANCE By signing the Application you acknowledge that you have received and read the Fund(s) current prospectus(es), the Dreyfus Easy Standardized/Paired Retirement Plan and the attached Custodial Agreement. You accept the terms of the Plan and Custodial Agreement and you appoint The Dreyfus Trust Company to be Custodian. ___________________ ____________ Employer's Signature Date
PROTOTYPE PLAN DOCUMENTS. This Adoption Agreement may be used only in conjunction with the Dreyfus Prototype Defined Contribution Plan, Basic Plan Document No. 01, and the Dreyfus Trust Agreement both as amended from time to time. In the event the Sponsor amends the Basic Plan Document or this Adoption Agreement or discontinues this type of plan, it will inform the Employer. The Sponsor, The Dreyfus Corporation is available to answer questions regarding the intended meaning of any Plan provisions, adoption of the Plan and the effect of an Opinion Letter, at ▇▇▇ ▇▇▇ ▇▇▇▇▇▇▇ ▇▇▇▇, ▇▇▇▇▇▇ ▇▇▇▇, ▇▇▇ ▇▇▇▇ ▇▇▇▇▇ [(▇▇▇) ▇▇▇-▇▇▇▇].
PROTOTYPE PLAN DOCUMENTS. This Adoption Agreement may be used only in conjunction with the Dreyfus Prototype Simplified Employee Pension Basic Plan Document, as amended from time to time. In the event the Sponsor amends the plan document or this Adoption Agreement or discontinues this type of plan, it will inform the Employer. The Sponsor, The Dreyfus Corporation, is available to answer questions regarding the intended meaning of any SEP provisions, or the adoption of the Plan at ▇▇▇ ▇▇▇▇▇ ▇▇▇▇▇▇▇ Boulevard, Uniondale, New York 11556-0144 [(▇▇▇) ▇▇▇-▇▇▇▇].
PROTOTYPE PLAN DOCUMENTS. This Adoption Agreement may be used only in conjunction with the Dreyfus Prototype Defined Contribution Plan, Basic Plan Document No. 01, and the Dreyfus Custodial Agreement both as amended from time to time. In the event the Sponsor amends Basic Plan Document No. 01 or this Adoption Agreement or discontinues this type of plan, it will inform the Employer. The Sponsor, The Dreyfus Corporation is available to answer questions regarding the intended meaning of any Plan provisions adoption of the Plan and the effect of an Opinion Letter at ▇▇▇ ▇▇▇▇▇ ▇▇▇▇▇▇▇ Boulevard, Uniondale, New York 11556-0144 [(516) 338-3418]. EMPLOYER ACCEPTANCE By signing the Application you acknowledge that you have received and read the Fund(s) current prospectus(es), the Dreyfus Easy Standardized/Paired Retirement Plan and the attached Custodial Agreement. You accept the terms of the Plan and Custodial Agreement and you appoint The Dreyfus Trust Company to be Custodian. ____________________ _____ Employer's Signature Date CUSTODIAN'S ACCEPTANCE By signing here, The Dreyfus Trust Company accepts this Adoption Agreement and its appointment as Custodian of your Dreyfus Easy Standardized/Paired Retirement Plan. The Adoption Agreement will be maintained by The Dreyfus Trust Company. _________________________ ____ The Dreyfus Trust Company Date Custodian CUSTODIAL AGREEMENT Dreyfus Easy Standardized/Paired Prototype Defined Contribution Retirement Plans Basic Plan Document No. 01 This Custodial Agreement is for use in connection with Dreyfus Easy Standardized/Paired Prototype Money Purchase Plan (No. 01005) or Dreyfus Easy Standardized/Paired Prototype Profit Sharing Plan (No. 01006). The Employer named on the Adoption Agreement, by signing the Adoption Agreement, hereby establishes a Custodial Agreement, and The Dreyfus Trust Company (herein referred to as the "Custodian"), by countersigning the Adoption Agreement, accepts the custodianship thereof upon the following conditions:
1. The Employer represents that the Employer is either a sole proprietorship or a partnership.
2. The Custodial Agreement is established solely for the purpose of holding such cash or monetary contributions made by or on behalf of participants in the Plan (the "Participants") as the Custodian may receive from time to time from the Employer, rollover contributions and transfers from other qualified retirement plans (to the extent permitted under the Plan), and investments purchased therewith pursuant to paragraph...
PROTOTYPE PLAN DOCUMENTS. This Adoption Agreement may be used only in conjunction with the Dreyfus Prototype Defined Contribution Plan, Basic Plan Document No. 01, and the Dreyfus Trust Agreement both as amended from time to time. In the event the Sponsor amends the Basic Plan Document or this Adoption Agreement or discontinues this type of plan, it will inform the Employer. The Sponsor, The Dreyfus Corporation, is available to answer questions regarding the intended meaning of any Plan provisions, adoption of the Plan and the effect of an Opinion Letter at 144 Glenn Curtiss Boulevard, ▇▇▇▇▇▇▇▇▇, ▇▇▇ ▇▇▇▇ 11556-0144 [(516) 338-3418].
PROTOTYPE PLAN DOCUMENTS. This Adoption Agreement may be used only in conjunction with the Dreyfus Prototype Defined Contribution Plan, Basic Plan Document No. 01, and the Dreyfus Trust Agreement both as amended from time to time. In the event the Sponsor amends the Basic Plan Document or this Adoption Agreement or discontinues this type of plan, it