Qualified Plan Documents

Profit Sharing - To open a Profit Sharing plan with Principal Trust, please download and review the two documents below.

• Profit Sharing Plan Adoption Agreement

  Includes: Privacy Notice, Instructions, Adoption Agreement, EGTRRA Model Amendment, Beneficiary Designation Form, and Participant Data Sheet

• Defined Contribution Plan Document & Trust Agreement
  

  Includes: Opinion Letter, Plan Document, Trust Agreement, and EGTRRA Unilateral and Good Faith Compliance Agreement

Money Purchase Pension Plan - To open a Money Purchase Pension plan with Principal Trust, please download and review the two documents below.

• Money Purchase Pension Plan Adoption Agreement
  

  Includes: Privacy Notice, Instructions, Adoption Agreement, EGTRRA Model Amendment, Beneficiary Designation Form, and Participant Data Sheet

• Defined Contribution Plan Document & Trust Agreement
  

  Includes: Includes: Opinion Letter, Plan Document, Trust Agreement, and EGTRRA Unilateral and Good Faith Compliance Agreement