Additional Supporting Forms leave blank if not applicable g. Other describe harbor contribution” n. Yes under both plans receive the required top-heavy minimum contribution or b. To get more targeted content, please make full-text search by clicking here. Include the following discretionary a.
The Plan permits a transfer from the 1. Administrative processing fee to eliminate certain small account c. To get more targeted content, please make full-text search by clicking here. No – not known or appendix will be completed later. If Appendix for Plan Expense Allocations selected, the plan expenses with SIMPLE, safe harbor or automatic contribution that may be assessed against an individual participant’s account may be provisions included select a. Voluntary Compliance Resolution Program of the Employee Plans the other plan are defined contribution plans or both are defined benefit Compliance Resolution System EPCRS , or plans that covers non-key employees who are also covered under this e.
Corbel Prototype/Volume Submitter Supporting Forms 06/23 …
Name of plan being merged into this Plan: The following limitations apply select one or more: Employer has decided to: Forfeitures of amounts attributable to the Participating Employer participation will not be included will only be used for the benefit of the Participants of such 2. Limitation on small account distributions.
Transfers may only be made from accounts which are fully Vested. The can e. Font Options default is 9pt times unless otherwise selected below a. Yes plan or if this is a defined benefit plan, do you maintain a defined b.
Other describe harbor contribution” n. Administrative processing fee to eliminate certain small account c. Include optional language leave blank if not applicable 4. Distribution Forms In-Service f.
Include separate cover letter for o. No basic forms a. Include optional language leave blank if not e. Cover letter should be dated as follows: The Relius document system allows information to be entered for up a.
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Yes only be used for the volume submitter cver if there are modifications to the f. Yes, include the following: Do NOT include Administrator page with forms packages. Life Insurance was permitted prior to 3.
Appendix for Rollovers From Other Plans appears at the end of the SPD; applies only if plan accepts rollovers determinable and not subject to Employer or Administrator discretion. Annual compensation limit a Any court plan f.
Separate letter for QDIA.
Corbel Prototype/Volume Submitter Supporting Forms 06/23 Pages 1 – 5 – Text Version | AnyFlip
Notice is effective g. To get more targeted content, please make full-text search by clicking here.
Include completed notice for current Plan Year t. Yes select all that coveg “signed electronically” will be inserted in the signature lines of the 1. Complete QDIA information for participant notices answer b. Not known under this plan a. Calculation of benefits, including determination of substantially equal payments.