Self Directed 401K (one.K) Package- Table of Contents
Basic Checklist for Administration of the one.KSM/mySOPSM Plan
The NAFEP one.KSM/mySOPSM Plan Product Guide
Formal Adoption Agreement
IRS Favorable Determination Letter for the Plan
Summary Plan Description (SPD)
Formal one.KSM/mySOPSM Plan Document and Trust Agreement
Sample Forms for Administration of the one.KSM/mySOPSM Plan
- Wage Deferral Agreement
- Bonus Deferral Agreement
- Self-Employed Deferral Agreement
- Default Investment Notice
- Beneficiary Designation Form
- Banking Authorization Form
- Rollover Authorization Form
- Special Tax Notice Regarding Treatment of Rollovers
- Distribution Election Form
- Beneficiary Distribution Election Form
- In-Service Withdrawal Request Form
- Sample Loan Procedures
- Loan Application
- Promissory Note
- Spouse's Consent to Loan
- QDRO Procedures (Qualified Domestic Relations Order)
- QDRO Checklist
- QDRO Request for Evaluation Letter to Interested Parties
- QDRO Acceptance/Denial Letter to Interested Parties
- Plan Blackout Notice
- Formal Resolution for Amendment of Plan
- Formal Resolution for Termination of Plan