Trust regarding 2026

1. Click ‘Get Form’ to open the Trust Agreement in the editor.
2. Begin by reviewing the 'Trust' section, which outlines the establishment of the Polaris 401(k) Retirement Savings Plan Trust. Ensure you understand the roles of both the Sponsor and Trustee.
3. Move to 'Exclusive Benefit and Reversion of Sponsor Contributions.' Fill in any required details about contributions, ensuring they are solely for participant benefits.
4. In 'Disbursements,' specify how disbursements will be directed. Include any necessary instructions for Administrator-directed disbursements and participant withdrawal requests.
5. Proceed to 'Investment of Trust.' Here, indicate your investment options and ensure that participant directions are clearly stated.
6. Complete sections on recordkeeping and administrative services, ensuring all accounts and transactions are accurately documented as per Schedule 'A.'
7. Finally, review sections on compensation, indemnification, and termination to ensure compliance with all terms outlined in the agreement.

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