Financial Planning

About this category:

Financial planning documents are legal documents that are used to help individuals and businesses plan for their financial future. These documents can include wills, trusts, estate plans, investment plans, retirement plans, and insurance policies. They are used to help individuals and businesses plan for their financial future by setting goals, creating budgets, and making decisions about investments, taxes, and other financial matters. Financial planning documents can also help protect assets and provide for the future of family members.

Templates in this category:

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

Investment Management Contract (IMA) for Pension Plans

This legal template provides an Investment Management Contract specifically designed for pension plans under USA law. It outlines the terms and conditions between a pension plan and an investment manager, ensuring proper management of the plan's assets while complying with relevant legislation and regulations.

Contract template sketch
11
An outline stencil of a pencil to represent the number of uses this contract template has had.
1
Share icon, to represent the number of times this template has been shared by Genie AI users
3

Automatic Contribution Arrangement Notice For Qualified Retirement Plans

This legal template is a notice document pertaining to automatic contribution arrangements for qualified retirement plans under the jurisdiction of USA law.

Contract template sketch
1
An outline stencil of a pencil to represent the number of uses this contract template has had.
7
Share icon, to represent the number of times this template has been shared by Genie AI users
5

ERISA Section 101(j) Notice

This legal template could be a notice template used to comply with the requirements of ERISA Section 101(j) of the USA law. ERISA stands for Employee Retirement Income Security Act, and this specific section relates to notice obligations for plan participants regarding the reduction or elimination of certain benefits.

Contract template sketch
4
An outline stencil of a pencil to represent the number of uses this contract template has had.
23
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Missing Participant Procedures For Retirement Plans

This legal template provides guidelines and procedures for retirement plans to locate missing participants. It outlines steps to be taken by plan administrators to contact, track, and distribute retirement benefits to participants who cannot be located, ensuring compliance with regulatory requirements.

Contract template sketch
4
An outline stencil of a pencil to represent the number of uses this contract template has had.
25
Share icon, to represent the number of times this template has been shared by Genie AI users
6

Summary of Material Modifications (SMM) For Retirement Plans

This legal template is likely a document that provides a summary of any changes or updates made to retirement plans, specifically outlining the modifications made to the plan's terms and conditions. It is designed to inform plan participants and beneficiaries about these revisions in a concise and understandable manner.

Contract template sketch
1
An outline stencil of a pencil to represent the number of uses this contract template has had.
6
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Disclosure Statement: Plan Loan Truth in Lending Act 401k

This legal template is likely a document that outlines the disclosure requirements and terms of a loan taken from a 401k retirement plan under the USA's Truth in Lending Act. It ensures compliance with relevant regulations regarding the disclosure of loan details to the borrower.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
19
Share icon, to represent the number of times this template has been shared by Genie AI users
5

Side Letter, Investment in 25% Fund

This legal template could be about a side letter agreement that outlines the terms and conditions for an investment in a 25% fund. It likely covers the rights, obligations, and expectations of both parties involved in the investment.

Contract template sketch
12
An outline stencil of a pencil to represent the number of uses this contract template has had.
20
Share icon, to represent the number of times this template has been shared by Genie AI users
4

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

Summary Annual Report (SAR) For Retirement Plans

This legal template is a Summary Annual Report (SAR) specifically designed for retirement plans. It aims to provide a brief and concise summary of the plan's financial status, operations, and compliance with relevant regulations.

Contract template sketch
4
An outline stencil of a pencil to represent the number of uses this contract template has had.
26
Share icon, to represent the number of times this template has been shared by Genie AI users
4

Side Letter, Investment in ERISA Plan Assets Fund

This legal template likely involves a side letter agreement addressing the investment of certain assets into an ERISA (Employee Retirement Income Security Act) Plan. It may specify the terms and conditions of the investment, including obligations, rights, and responsibilities of the parties involved.

Contract template sketch
3
An outline stencil of a pencil to represent the number of uses this contract template has had.
22
Share icon, to represent the number of times this template has been shared by Genie AI users
1

Qualified Default Investment Alternative (QDIA) Notice

This legal template likely pertains to a notice that employers need to provide to their employees regarding the Qualified Default Investment Alternative (QDIA) under United States law. The QDIA refers to the investment option chosen by employers for retirement plans in case employees fail to make their own investment choices. The template likely outlines the necessary information that should be included in this notice.

Contract template sketch
9
An outline stencil of a pencil to represent the number of uses this contract template has had.
9
Share icon, to represent the number of times this template has been shared by Genie AI users
1