Basic Plan Document

This basic plan document has been approved by the IRS and correlates to your retirement plan adoption agreement.  IRS language refers to a "basic” plan document when describing the part of the document that contains the non-optional required provisions of the Employee Retirement Income Security Act and the Internal Revenue Code. 

Please refer to this document when interpreting your adoption agreement provisions. NOTE sections are contained throughout the adoption agreement and reference various sections of this basic plan document.

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