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 and Trust Agreement (PDF: 719 KB)

Includes: Privacy Notice, Instructions, Trust Agreement, Service Agreement, Adoption Agreement, Operational Summary, Unilateral Amendments, Participant Forms

• Defined Contribution Plan Document (PDF: 1.6 MB)

Includes: Opinion Letter, Plan Document, and Trust 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 and Trust Agreement (PDF: 660 KB)

Includes: Privacy Notice, Instructions, Trust Agreement, Service Agreement, Adoption Agreement, Participant Forms

• Defined Contribution Plan Document (PDF: 1.6 MB)

Includes: Includes: Opinion Letter, Plan Document, and Trust Agreement