The Travis Texas Polaris 401(k) Retirement Savings Plan Trust Agreement is a legally binding document between Polaris Industries, Inc. and Fidelity Management Trust Co. It outlines the establishment of a trust that will serve as the vehicle for holding and managing the retirement savings of Polaris employees. This trust agreement is designed to ensure the safekeeping and proper management of the 401(k) retirement savings of eligible employees of Polaris Industries, Inc., a leading manufacturer of off-road vehicles, motorcycles, and snowmobiles. The agreement establishes the fiduciary relationship between Polaris Industries, Inc. as the plan sponsor and trustee, and Fidelity Management Trust Co. as the designated trustee and custodian of the retirement savings plan. Fidelity Management Trust Co. is responsible for overseeing the investment options offered within the plan and safeguarding the assets held in trust. Key provisions of the Travis Texas Polaris 401(k) Retirement Savings Plan Trust Agreement may include: 1. Establishment of the Trust: The agreement details the creation of the trust and provides the legal framework for its operations. 2. Roles and Responsibilities: It clearly defines the roles and responsibilities of both Polaris Industries, Inc. and Fidelity Management Trust Co. in administering the plan and managing the retirement savings. 3. Contribution Guidelines: The agreement outlines the rules and regulations governing the contributions made by employees to the 401(k) plan, including eligibility criteria, contribution limits, and any matching contributions provided by Polaris Industries, Inc. 4. Vesting: The trust agreement may include provisions related to the vesting of employer contributions, specifying how and when employees become fully vested in their retirement savings. 5. Investment Options: It outlines the investment options available within the plan, including a diverse range of funds, stocks, bonds, and other investment vehicles. The agreement may also stipulate any restrictions or guidelines for investment selection. 6. Distribution Rules: The agreement defines the rules and parameters for distributions made from the trust, such as age requirements for withdrawals, loan provisions, and hardship withdrawal provisions. 7. Amendment and Termination: The agreement includes provisions for amending or terminating the trust, outlining the process and necessary steps to be taken. Different types of Travis Texas Polaris 401(k) Retirement Savings Plan Trust Agreements between Polaris Industries, Inc. and Fidelity Management Trust Co. may vary based on the unique requirements, preferences, and needs of the organization. These agreements can be modified and customized to align with specific plan features, investment options, and regulatory compliance.
Travis Texas Polaris 401(k) Retirement Savings Plan Trust Agreement between Polaris Industries, Inc. and Fidelity Management Trust Co. regarding establishment of trust
Description
How to fill out Travis Texas Polaris 401(k) Retirement Savings Plan Trust Agreement Between Polaris Industries, Inc. And Fidelity Management Trust Co. Regarding Establishment Of Trust?
Creating legal forms is a must in today's world. However, you don't always need to look for professional help to draft some of them from scratch, including Travis Polaris 401(k) Retirement Savings Plan Trust Agreement between Polaris Industries, Inc. and Fidelity Management Trust Co. regarding establishment of trust, with a service like US Legal Forms.
US Legal Forms has over 85,000 forms to pick from in different types ranging from living wills to real estate papers to divorce documents. All forms are organized based on their valid state, making the searching process less frustrating. You can also find detailed materials and guides on the website to make any tasks related to paperwork completion straightforward.
Here's how to locate and download Travis Polaris 401(k) Retirement Savings Plan Trust Agreement between Polaris Industries, Inc. and Fidelity Management Trust Co. regarding establishment of trust.
- Go over the document's preview and description (if available) to get a basic information on what you’ll get after getting the form.
- Ensure that the template of your choice is specific to your state/county/area since state regulations can affect the legality of some records.
- Check the similar document templates or start the search over to locate the correct file.
- Hit Buy now and register your account. If you already have an existing one, choose to log in.
- Choose the pricing {plan, then a suitable payment method, and purchase Travis Polaris 401(k) Retirement Savings Plan Trust Agreement between Polaris Industries, Inc. and Fidelity Management Trust Co. regarding establishment of trust.
- Select to save the form template in any available format.
- Visit the My Forms tab to re-download the file.
If you're already subscribed to US Legal Forms, you can locate the appropriate Travis Polaris 401(k) Retirement Savings Plan Trust Agreement between Polaris Industries, Inc. and Fidelity Management Trust Co. regarding establishment of trust, log in to your account, and download it. Needless to say, our platform can’t take the place of a lawyer entirely. If you have to cope with an exceptionally challenging case, we recommend getting an attorney to check your form before signing and submitting it.
With more than 25 years on the market, US Legal Forms proved to be a go-to provider for various legal forms for millions of customers. Join them today and purchase your state-specific paperwork with ease!
Form popularity
FAQ
Contact Your Former Employer. The simplest and most direct way to check up on an old 401(k) plan is to contact the human resources department or the 401(k) administrator at the company where you used to work. Be prepared to state your dates of employment and Social Security number so that plan records can be checked.
The IRS allows penalty-free withdrawals from retirement accounts after age 59 ½ and requires withdrawals after age 72. (These are called required minimum distributions, or RMDs.) There are some exceptions to these rules for 401k plans and other qualified plans.
Contact Your Former Employer Contact their human resources department. There, they should have all of the information as to the whereabouts of the 401(k) account you had with them. They should send you the proper paperwork and be able to facilitate the transfer of your funds to whatever account you choose.
National Registry of Unclaimed Retirement Benefits Just head to the website and enter your Social Security number, and it will search for any retirement plans associated with that SSN. If one is found, the site will contact the plan administrator on your behalf, or you can do so yourself.
How to find a lost 401(k) Track down old 401(k) plan statements.Contact former employers.Find 401(k) plan information through the Labor Department.Search databases for unclaimed assets.Roll over the old 401(k) account into your current employer's plan.Roll over the old 401(k) account into an IRA.
You can find your 401(k) balance by logging into your 401(k) plans online portal and check how your 401(k) is performing. If you don't have access to your account online, contact your HR department and make sure your quarterly statements are being sent to the correct address.
The first and best method of locating a 401k is to contact your old employers. Ask them to check their plan records to see if you ever participated in their 401k plan. Be sure to have ready your full name, social security number and the dates you worked for them.
Generally, the website information is on the statement as well as a customer service number which you can call. If you can't find an old plan statement, just call your employers Human Resources department and ask for the person who takes care of the 401k plan.
The easiest way is to simply visit Fidelity's website and request a check there. However, you can also reach out via phone if you prefer: Call 800-343-3543 with any questions about the process. From there, you can download the appropriate withdrawal request form and then mail it to the address listed on the form.
Arrange a trust fund for the plan's assets A plan's assets must be held in trust to assure that assets are used solely to benefit the participants and their beneficiaries. The trust must have at least one trustee to handle contributions, plan investments, and distributions to and from the 401(k) plan.