Pensions

About this category:

Pension documents provide information about an employee's pension plan and ensure their rights and interests are protected.

Templates in this category:

Investment Policy Statement For Defined Contribution Plan

This legal template outlines the investment policy for a defined contribution plan under USA law, providing guidelines and directions for managing and investing the plan's assets. It sets forth the rules and objectives to be followed while making investment decisions for the plan.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
12
Share icon, to represent the number of times this template has been shared by Genie AI users
5

template Lifetime Income Illustration for Defined Contribution Plans

This legal template provides a comprehensive illustration of lifetime income for defined contribution plans, helping individuals understand and plan for their retirement income streams based on their investment contributions and returns over time.

Contract template sketch
1
An outline stencil of a pencil to represent the number of uses this contract template has had.
15
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Qualified Domestic Relations Order for Defined Contribution Plan

This legal template is likely a document designed to establish and outline the details of a Qualified Domestic Relations Order (QDRO) specifically for a Defined Contribution Plan, which is a type of retirement savings plan. It likely pertains to the laws and regulations in the United States.

Contract template sketch
6
An outline stencil of a pencil to represent the number of uses this contract template has had.
24
Share icon, to represent the number of times this template has been shared by Genie AI users
2

Investment Committee Charter For Defined Contribution Plan

This legal template outlines the responsibilities, structure, and decision-making processes of an investment committee overseeing a defined contribution plan in accordance with USA law. It establishes guidelines for managing the plan's assets and ensuring compliance with regulatory requirements.

Contract template sketch
7
An outline stencil of a pencil to represent the number of uses this contract template has had.
8
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Committee Charter for Defined Contribution Plan (Single Committee Structure)

This legal template outlines the roles, responsibilities, and guidelines for a single committee managing a defined contribution plan, adhering to the laws and regulations governing such plans in the United States.

Contract template sketch
4
An outline stencil of a pencil to represent the number of uses this contract template has had.
4
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Supplemental Notice to Participants Explaining Reduction or Suspension of Matching or Nonelective Contributions to Safe Harbor 401(k) Plan

This legal template is a document that provides a supplemental notice to participants of a Safe Harbor 401(k) Plan, informing them of a reduction or suspension of matching or nonelective contributions. It explains the reasons behind the decision and provides relevant information to participants.

Contract template sketch
1
An outline stencil of a pencil to represent the number of uses this contract template has had.
10
Share icon, to represent the number of times this template has been shared by Genie AI users
4