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Qualified Deferred Compensation Plans—Forms

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Brand: Clark Boardman Callaghan
Copyright: 2008-2022
Service #: 13516527
Sub #: 13516528
Publication Frequency: Updated semiannually
Update format: Replacement pages

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Qualified Deferred Compensation Plans—Forms



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This companion piece to Qualified Deferred Compensation Plans serves as a checklist, guarding against errors or omissions, providing the forms you need to draft retirement plans, provide for the adoption of a plan, and apply to the Internal Revenue Service for a favorable determination letter as to its tax qualification.


  • Profit-sharing plan
  • Money Purchase pension plan
  • Employee stock ownership plan
  • Defined benefit plan
  • Thrift plan
  • Cash or deferred arrangements
  • Simplified employee pension plan
  • Qualified Domestic Relations Orders