Common Contracts

Trust and Custodial Agreement & Standardized Adoption Agreement Instructions

Trust and Custodial Agreement • March 22nd, 2021

• Contract Type
  Trust and Custodial Agreement
• Filed
  March 22nd, 2021

• The Individual 401(k) plan is appropriate for a one-person business owner and his or her spouse working for the business. This plan is not appropriate for a business that has, or that plans to add, any non-spouse employees.

Key Information When Establishing a Qualified Retirement Plan

Trust and Custodial Agreement • October 14th, 2010

• Contract Type
  Trust and Custodial Agreement
• Filed
  October 14th, 2010

In addition to completing, signing, and dating your qualified retirement plan’s adoption agreement, there are a few other key items to be aware of.