Benetrends Blog

Retirement Plan Documents

[fa icon="calendar'] Jan 12, 2014 12:00:00 AM / by Benetrends posted in Adoption Agreement, General, Retirement Plan Documents, Summary Plan Description (SPD), Basic Plan Document, Benetrends, Len Fischer

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A Primer on Plan Documents


A qualified retirement plan is governed by rules outlined in a written plan document. This plan document tells the employer and employees how the plan is supposed to work; what the eligibility and vesting requirements are, how benefits are determined, and when benefits will be paid out. For most plans, including almost all Benetrends clients plans, the plan document is comprised of at least three key pieces. Each one is important and has a special purpose.

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