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As per relevant regulations determined by Internal Revenue Service and the Internal Revenue Code (\u201cIRC\u201d), forfeitures can be utilized to: Reduce employer contributions. Pay plan expenses. Allocate to other participants in the plan. Restore previously forfeited accounts.
401(a) vs Pension A 401(a) is a defined contribution plan, where a pension is a defined benefit plan. With a pension, employees receive the benefit of a fixed monthly income in retirement; their employer pays them a fixed amount each month for the rest of their life.
An RCP plan is a plan set up by an employer that allows for tax-deferred contributions by the employee, the employer, or both.
The plan document tells the plan participants about the benefits they are entitled to under the plan and provides guidelines to be used by the plan administrator in decision-making when it comes to plan operations.
401(a) plans are generally offered by government and nonprofit employers, while 401(k) plans are more common in the private sector. Often enrollment in a 401(a) plan is mandatory for employees. Participation in a 401(k) plan is not mandatory. Withdrawals from traditional 401k plans are taxed as income.

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The plan document is a comprehensive document that sets forth the rights of the plan's participants and beneficiaries, and guides the plan sponsor and plan administrator in making decisions and executing their responsibilities.
While both plans provide income in retirement, each plan is administered under different rules. A 401K is a type of employer retirement account. An IRA is an individual retirement account.
The basic plan document contains all the non-elective provisions and can't include any options or blanks for the employer to complete. The adoption agreement contains the options (and blanks) for the employer to complete and is also where the employer signs the plan.
Basic Plan means as to any Member or Vested Former Member the defined benefit pension plan of the Company or an Affiliated Employer intended to meet the requirements of Code Section 401(a) pursuant to which retirement benefits are payable to such Member or Vested Former Member or to the Surviving Spouse or designated ...
These revenue credits are generally payments made by individual mutual fund companies to Fidelity to enable the use of their funds on Fidelity's platform. Certain funds may or may not pay credits, and the credits can change over time. These credits are being given back to Purdue employees to offset investment fees.

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