Plan Documentation Sample Clauses
The Plan Documentation clause requires that all terms, conditions, and features of a benefit or retirement plan be formally recorded in written documents. This typically includes details such as eligibility requirements, benefit formulas, vesting schedules, and procedures for making claims or appeals. By mandating comprehensive documentation, this clause ensures that both plan administrators and participants have a clear, authoritative reference for understanding their rights and obligations, thereby reducing confusion and minimizing disputes.
Plan Documentation. The Optionee acknowledges receipt of a copy of the Plan, a copy of which is annexed hereto, and represents that the Optionee is familiar with the terms and provisions thereof, and hereby accepts this Option subject to all of the terms and provisions set forth in this Agreement. The Optionee hereby agrees to accept as binding, conclusive and final all decisions or interpretations of the Board upon any questions arising under the Plan.
Plan Documentation. Correct and complete copies of the following documents with respect to each Company Benefit Plan have been delivered or made available by the Company to Parent, to the extent applicable: (i) all Company Benefit Plan documents, together with all amendments and attachments thereto (including, in the case of any material Company Benefit Plan not set forth in writing, a written description thereof); (ii) all trust documents, declarations of trust and other documents establishing other funding arrangements, and all amendments thereto and the latest financial statements thereof; (iii) the annual report on IRS Form 5500 for the past year and all schedules thereto; (iv) the most recent IRS determination letter or opinion letter; (v) all summary plan descriptions and summaries of material modifications; and (vi) the most recent actuarial valuation report.
Plan Documentation. The Board shall be responsible for creating, adopting and/or executing any documents necessary to set forth the Plan’s governing terms, and shall be responsible for communicating the terms of the Plan to the Eligible Retiree Members and Eligible Dependents in accordance with applicable law.
Plan Documentation. Seller has obtained, and has delivered to Buyer correct and complete copies of, the plan documents and summary plan descriptions, the insurance certificates, the most recent determination letter received from the IRS, the most recent Form 5500 Annual Report, and all related trust agreements, insurance contracts, and other funding agreements which implement each Plan.
Plan Documentation. The Administrative Agent shall have received a substantially final draft of the Plan Documents, the terms and conditions affecting or pertaining to the Administrative Agent or the Lenders of which shall be reasonably acceptable to the Administrative Agent and the Lenders (it being acknowledged that the form of Reorganization Plan attached as Exhibit C to the Commitment Letter, with the additions and notations set forth to such Reorganization Plan, is acceptable to the Administrative Agent and the Lenders).
Plan Documentation. Employer shall provide Plan Supervisor with an executed copy of the Trust Instrument, if applicable, and properly adopted Plan Document and Summary Plan Description.
Plan Documentation. With respect to each Company Plan, the Company has made available to Buyer true, accurate and complete copies of: (i) the current plan documents and all amendments thereto; (ii) a written description of any Company Plan that is not in writing; (iii) trust agreements, insurance and group annuity contracts, and other funding vehicles; (iv) any award certificates or agreements issued under the Company Plan; (v) the current summary plan descriptions and summary of material modifications or other plan descriptions; (vi) the most recent determination or opinion letter from the IRS; (vii) the charter or by-laws for any fiduciary committee of the Company Plan; (viii) the investment policy statement; (ix) the most recent annual notices provided to employees (including without limitation the participant fee disclosure issued to comply with the regulations under ERISA Section 404, automatic enrollment notices, qualified default investment fund notices, and safe harbor 401(k) plan notices, and Women’s Health and Cancer Rights notice); (x) the HIPAA privacy and security policies and procedures; (xi) the most recent annual filings made with the IRS (other than Form 5500); and (xii) any other Company Plan-related document requested in writing by Buyer.
Plan Documentation. The Board shall be responsible for creating, adopting and/or executing any documents necessary to set forth the Plan’s governing terms, and shall be responsible for communicating the terms of the Plan to the Eligible Retiree Members and Eligible Dependents in accordance with applicable law. In addition, the Board shall file with the Internal Revenue Service an application for tax-exempt status of the Trust Fund under Code Section 501(c)(9) sufficient to receive a favorable determination letter with an effective date retroactive to the inception of the Trust.
Plan Documentation. With respect to each Company Plan, and to the extent applicable, the Company has made available to Buyer true, accurate and complete copies of: (i) the current plan documents and all amendments thereto; (ii) for the qualified retirement plans merged into, or consolidated under, the current 401(k) plan that is a Company Plan, all of the plan documents and amendments thereto in effect immediately before the January 1, 2016, merger or consolidation effective date, and copies of all discrimination tests performed in regard to such prior plans for the 2015 plan year (or the most recent plan year for which such tests were performed); (iii) a written description of any Company Plan that is not in writing; (iv) trust agreements, insurance and group annuity contracts, and other funding vehicles; (v) any award certificates or agreements issued under the Company Plan; (vi) the current summary plan descriptions and summary of material modifications; (vii) the most recent determination or opinion letter from the IRS; (viii) the charter or by-laws for any fiduciary committee of the Company Plan; (ix) the investment policy statement; (x) the most recent annual notices provided to employees (including without limitation the participant fee disclosure issued to comply with the regulations under ERISA Section 404, automatic enrollment notices, qualified default investment fund notices, and Women’s Health and Cancer Rights notice); (xi) the HIPAA privacy and security policies and procedures; (xii) the most recent annual filings made with the IRS (other than Form 5500); and (xiii) any other Company Plan related document reasonably requested in writing by Buyer.
Plan Documentation. The transactions contemplated by the Plan Documentation shall have been consummated substantially contemporaneously with the effectiveness and initial funding of the Loans on the Closing Date.