The Louisiana Polaris 401(k) Retirement Savings Plan Trust Agreement is a legally binding document that outlines the establishment and operation of a trust between Polaris Industries, Inc. and Fidelity Management Trust Co. It serves as a comprehensive guide for managing the retirement savings plan offered by Polaris Industries, ensuring that the funds are securely held and managed by a trusted entity. The primary purpose of this trust agreement is to provide a framework for administering the retirement savings plan and safeguarding the interests of the plan participants. It outlines the roles and responsibilities of both Polaris Industries, Inc. and Fidelity Management Trust Co., ensuring that each party abides by the terms and conditions laid out in the agreement. This trust agreement covers various aspects related to the establishment and operation of the trust, including: 1. Trustee Responsibilities: The trust agreement defines the responsibilities and duties of Fidelity Management Trust Co., acting as the trustee. This includes overseeing the investment options, asset allocation, and the management of plan expenses. 2. Contributions and Vesting: The agreement outlines the rules and regulations regarding employee contributions to the retirement savings plan and the corresponding vesting schedule. It specifies the contribution limits, employer matching contributions (if applicable), and the conditions under which vesting occurs. 3. Investment Options: The trust agreement provides details about the investment options available to plan participants. It may specify a range of investment funds, including mutual funds, index funds, and target-date funds. The agreement may also outline any restrictions or limitations on investment choices. 4. Participant Rights and Responsibilities: The agreement lays out the rights and responsibilities of plan participants. This includes information on eligibility requirements, enrollment procedures, and the process for making investment elections. It may also cover rules regarding loans, withdrawals, and the distribution of funds upon retirement or termination of employment. 5. Reporting and Disclosure: The trust agreement includes provisions for regular reporting, ensuring transparency and accountability in the management of the retirement savings plan. It specifies the frequency and content of participant statements, as well as the provision of annual reports and other required disclosures. It is important to note that while this description outlines the general features of a Louisiana Polaris 401(k) Retirement Savings Plan Trust Agreement, there may be variations or additional provisions specific to different types of plans offered by Polaris Industries, Inc. and Fidelity Management Trust Co. The exact terms and conditions may vary depending on the specific agreement in place between the two parties.
Louisiana Polaris 401(k) Retirement Savings Plan Trust Agreement between Polaris Industries, Inc. and Fidelity Management Trust Co. regarding establishment of trust
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How to fill out Louisiana Polaris 401(k) Retirement Savings Plan Trust Agreement Between Polaris Industries, Inc. And Fidelity Management Trust Co. Regarding Establishment Of Trust?
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