π Review Plan and Trust Document and Adoption Agreement (watermark version), as well as the Opinion LetterEmployer Sponsored Plan Account Agreement β’ November 26th, 2013
π Complete, and sign the Employer Sponsored Plan Account Agreement (ESPAA). This discloses your role and responsibilities as the plan sponsor and those of The Entrust Group.
ContractEmployer Sponsored Plan Account Agreement β’ May 1st, 2015
STEP 1Employer Sponsored Plan Account Agreement β’ May 1st, 2015
π You will need to submit a copy of your existing Individual 401(k)/employer plan document (e.g., Signed Adoption Agreement, Individually Designed document) to The Entrust Group. Entrust requires a copy and verification that there is a plan already established.
