Documents and Forms...


PPA Basic Plan Document for Defined Contribution Plans
Use with PPA Adoption Agreements


EGTRRA Basic Plan Document for Defined Benefit Plans
Use with EGTRRA Adoption Agreements


EGTRRA Basic Plan Document for Defined Contribution Plans
Use with EGTRRA Adoption Agreements



EGTRRA Basic Plan Document for 403(b) Plans
Use with EGTRRA Adoption Agreements



Retirement Plan Questionnaire
Questions about basic information that is needed to properly administer your retirement plan.


Proposal Request Form
Use this form to request a plan proposal from APC.


Beneficiary Designation Form J&S
Use this form when  designating a beneficiary in a plan subject to Joint and Survivor rules.


Beneficiary Designation Form No J&S
Most plans are not subject to Joint and Survivor rules and should use this form to designate a beneficiary.


Salary Reduction Agreement

A plan participant will use this form to authorize the amount or percentage of pay that they wish to contribute when the plan is a 401(k) plan.

 

 

 

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