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Who is considered a plan representative?

Plan Representative means any person designated from time to time by the Committee to receive certain notices and take certain other administrative actions relating to participation in the Plan.

What is the plan document for Erisa?

The plan document describes the plans terms and conditions related to the operation and administration of the plan. It is required for each welfare benefit plan an employer maintains which is subject to ERISA, and it must be in writing.

What is a pension plan document?

A 401(k) plan document outlines the terms and conditions of a 401(k) retirement plan. It breaks down how the plan will operate based on chosen plan design features, like eligibility requirements, contribution requirements, vesting schedules, and distribution rules.

What is the difference between a plan document and an adoption agreement?

The basic plan document contains all the non-elective provisions and cant 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.

What is an adoption agreement for a 401k plan?

The 401(k) adoption agreement is the document that defines the specific features of your 401(k) plan. The Adoption Agreement is created by the Third Party Administrator, or TPA, using their Basic Plan Document.

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