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prototype plan

A retirement plan prepared by a bank, securities firm, or other financial institution that may be adopted by an employer.

Related information about prototype plan:
  1. Prototype Plan - Financial Dictionary - The Free Dictionary
    A qualified retirement plan sponsored by a financial institution. It may be adopted by executing a written agreement. A prototype is generally more flexible than ...
     
  2. What is prototype plan? definition and meaning
    Definition of prototype plan: A retirement plan prepared by a bank, securities firm, or other financial institution that may be adopted by an employer.
     
  3. In Finance, What Is a Prototype Plan?
    A prototype plan is a type of retirement plan which is sponsored by a financial institution, rather than an employer or another sponsor. Such plans have some ...
     
  4. Do You Really Save Money Using a "Prototype" Retirement Plan ...
    Mar 26, 2008 ... An employer who adopts a master or prototype plan completes an adoption agreement to elect certain options which are specified in detail in a ...
     
  5. SunGard Relius | Prototype Plans
    With our prototype plan preparation services, you have one source for the plan, supporting forms, IRS submission package, custom printing, and SPD booklets ...
     
  6. McKay Hochman Prototype Plan News
    This technically-oriented newsletter offers valuable advice and information to our Prototype Plan document users. Written on a practitioner level, published six ...
     
  7. BenefitPlans.com | Strategies | Plan Design | Prototype
    Nov 8, 2012 ... An employer who uses a prototype plan completes an adoption agreement to elect options which are detailed in a separate plan document.
     
  8. Master and Prototype Plan Sponsors - Responsibilities and Tips
    Master and Prototype Plan Sponsors - Responsibilities and Tips ...