What documents do I receive when I set up a plan?

We will make all plan documents available in your SmartVault account. This is where we are securely storing copies of your plan documents and annual reports for you to access at your convenience.

When a plan is set up, you will receive the following documents:

• Adoption Agreement
• Plan Document
• Consent of Action
• Summary Plan Description
• Participant Highlights
• Beneficiary Designation (You will need to print, fill this item out, and return a copy to us for our records)
• IRS Advisory/Opinion Letter
• Plan EIN