Documents & Forms
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Cycle 3 Basic Plan Document for Defined Contribution Plans
Use with Cycle 3 Adoption Agreements
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Cycle 3 Basic Plan Document for Governmental Defined Contribution Plans
Use with Cycle 3 Adoption Agreements
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Cycle 3 Basic Plan Document for Defined Benefit Plans
Use with Cycle 3 Adoption Agreements
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PPA Basic Plan Document for Defined Benefit Plans
Use with PPA Adoption Agreements
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PPA Basic Plan Document for 403(b) Plans
Use with PPA Adoption Agreements
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Retirement Plan Questionnaire
Questions about basic information that is needed to properly administer your retirement plan
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Proposal Request Form
Use this form to request a plan proposal from APC
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Beneficiary Designation Form J&S
Use this form when designating a beneficiary in a plan subject to Joint and Survivor rules
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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
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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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Roth 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 Roth 401(k) plan