Employee Benefits

About this category:

Employee Benefits documents are legally binding documents that outline the benefits and entitlements of employees in a workplace. These documents typically include information about health insurance, retirement plans, vacation and sick leave, and other benefits. They also outline the employer's responsibilities and obligations to employees, such as providing a safe and healthy work environment. These documents are used to ensure that employers and employees understand their rights and obligations under the law.

Templates in this category:

Committee Charter for Defined Contribution Plan (Single Committee Structure)

This document template provides employers or committees with a structure to establish a single committee for a defined contribution plan under ERISA.

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Investment Committee Charter For Defined Contribution Plan

This document template provides an employer or committee with the necessary guidance to establish an investment committee for a defined contribution plan under ERISA.

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Investment Policy Statement For Defined Contribution Plan

This online document provides a template policy for fiduciaries of defined contribution plans to help ensure ERISA compliance.

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Qualified Domestic Relations Order for Defined Contribution Plan

This template outlines the division of a retirement plan between two parties in the event of a divorce or other legal separation.

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

This document explains the mid-year reduction or suspension of matching or nonelective contributions to a safe harbor 401(k) plan for participants.

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template Lifetime Income Illustration for Defined Contribution Plans

This paragraph describes a template lifetime income illustration required by the SECURE Act to help participants prepare for retirement.

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