Trust and Custodial Agreement & Standardized Adoption Agreement InstructionsTrust and Custodial Agreement • March 22nd, 2021
• The Individual 401(k) plan is appropriate for a one-person business owner and his or her spouse working for the business. This plan is not appropriate for a business that has, or that plans to add, any non-spouse employees.
Key Information When Establishing a Qualified Retirement PlanTrust and Custodial Agreement • October 14th, 2010
In addition to completing, signing, and dating your qualified retirement plan’s adoption agreement, there are a few other key items to be aware of.
Trust and Custodial AgreementTrust and Custodial Agreement • January 11th, 2021
The Trustee and the Employer intend that the Plan shall be a qualified plan under section 401(a) of the Internal Revenue Code of 1986, as amended (the “Code”) and that the related trust, as defined below, shall be tax-exempt under Code section 501(a) and applicable state law.
Key Information When Establishing a Qualified Retirement PlanTrust and Custodial Agreement • October 14th, 2010
In addition to completing, signing, and dating your qualified retirement plan’s adoption agreement, there are a few other key items to be aware of.
