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)
- Defined Contribution Plan Document (PDF: 1.6 MB)
Includes: Privacy Notice, Instructions, Trust Agreement, Service Agreement, Adoption Agreement, Operational Summary, Unilateral Amendments, Participant Forms
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)
- Defined Contribution Plan Document (PDF: 1.6 MB)
Includes: Privacy Notice, Instructions, Trust Agreement, Service Agreement, Adoption Agreement, Participant Forms
Includes: Includes: Opinion Letter, Plan Document, and Trust Agreement
