Pre-Approved Mass Submitter

Click To Collapse.   Cycle 3 Defined Benefit Plan and Adoption Agreements –AUGUST 2023
Defined Benefit Basic Plan – Cycle 3Get Adobe Acrobat Reader
Compare of PPA Volume Submitter Prototype to Cycle 3 DB Basic PlanGet Adobe Acrobat Reader
06-001 Defined Benefit Non-Standardized Adoption AgreementGet Adobe Acrobat Reader
Compare of PPA DB Volume Submitter AA to Cycle 3 Non-Standardized DB AAGet Adobe Acrobat Reader

Click To Collapse.   403(b) Volume Submitter Plan and Adoption Agreements - May 2017
20-403(b) Basic PlanGet Adobe Acrobat Reader
Compare Oct 2016 to Feb 2017 20-403(b) Basic PlanGet Adobe Acrobat Reader
Compare Feb 2017 to Final 20-403(b) Basic PlanGet Adobe Acrobat Reader
20-001 403(b) Comprehensive AAGet Adobe Acrobat Reader
Compare Oct 2016 to Feb 2017 20-001 403(b) Comprehensive AAGet Adobe Acrobat Reader
Compare Feb 2017 to Final 20-001 Comprehensive AAGet Adobe Acrobat Reader
21-403(b)(9) RIA Basic PlanGet Adobe Acrobat Reader
Compare Oct 2016 to Feb 2017 21-403(b)(9) RIA Basic PlanGet Adobe Acrobat Reader
Compare Feb 2017 to Final 21-403(b)(9) RIA Basic PlanGet Adobe Acrobat Reader
21-001 403(b)(9) RIA AAGet Adobe Acrobat Reader
Compare Oct 2016 to Feb 2017 21-001 403(b)(9) RIA AAGet Adobe Acrobat Reader
Compare Feb 2017 to Final 21-001 403(b)(9) RIA AAGet Adobe Acrobat Reader
22-403(b) Non-ERISA Basic PlanGet Adobe Acrobat Reader
Compare Oct 2016 to Feb 2017 22-403(b) Non-ERISA Basic PlanGet Adobe Acrobat Reader
Compare Feb 2017 to Final 22-403(b) Non-ERISA Basic PlanGet Adobe Acrobat Reader
22-001 403(b) Non-ERISA Elective Deferrals Only AAGet Adobe Acrobat Reader
Compare Oct 2016 to Feb 2017 22-001 403(b) Non-ERISA Elective Deferrals Only AAGet Adobe Acrobat Reader
Compare Feb 2017 to Final 22-001 403(b) Non-ERISA Elective Deferrals Only AAGet Adobe Acrobat Reader
22-002 403(b) Non-ERISA Governmental AAGet Adobe Acrobat Reader
Compare Oct 2016 to Feb 2017 22-002 403(b) Non-ERISA Governmental AAGet Adobe Acrobat Reader
Compare Feb 2017 to Final 22-002 403(b) Non-ERISA Governmental AAGet Adobe Acrobat Reader
22-003 403(b) Non-ERISA Church AAGet Adobe Acrobat Reader
Compare Oct 2016 to Feb 2017 22-003 403(b) Non-ERISA Church AAGet Adobe Acrobat Reader
Compare Feb 2017 to Final 22-003 403(b) Non-ERISA Church AAGet Adobe Acrobat Reader

Click To Collapse.   Defined Benefit Plan and Adoption Agreements – MAY 2018
Defined Benefit Prototype Basic PlanGet Adobe Acrobat Reader
Compare of EGTRRA to PPA DB Basic PlanGet Adobe Acrobat Reader
17-001 Defined Benefit Standardized Adoption AgreementGet Adobe Acrobat Reader
Compare of EGTRRA to PPA DB Prototype AAGet Adobe Acrobat Reader
Defined Benefit Volume Submitter Basic PlanGet Adobe Acrobat Reader
18-001 Defined Benefit Volume Submitter Adoption AgreementGet Adobe Acrobat Reader

Click To Collapse.   Governmental 401(a) Pre-Approved Plan and Adoption Agreements - June 2022
Governmental 401(a) Basic Plan - Cycle 3Get Adobe Acrobat Reader
Governmental 401(a) Adoption Agreement - Cycle 3Get Adobe Acrobat Reader

Click To Collapse.   Corbel Defined Contribution Pre-Approved Plan and Adoption Agreements - June 2022
Defined Contribution Basic Plan - Cycle 3Get Adobe Acrobat Reader
Defined Contribution Non-Standardized Adoption Agreement - Cycle 3Get Adobe Acrobat Reader
401(k) Solo Standardized Adoption Agreement - Cycle 3Get Adobe Acrobat Reader
Collapsible DC Non-Standardized Adoption Agreement - Cycle 3Get Adobe Acrobat Reader

Click To Collapse.   ESOP Pre-Approved Plan and Adoption Agreement - June 2022
ESOP Basic Plan - Cycle 3Get Adobe Acrobat Reader
ESOP Non-Standardized Adoption Agreement - Cycle 3Get Adobe Acrobat Reader

Click To Collapse.   PPD Defined Contribution Pre-Approved Plan and Adoption Agreements - June 2022
Defined Contribution Basic Plan - Cycle 3Get Adobe Acrobat Reader
Defined Contribution Non-Standardized Adoption Agreement - Cycle 3Get Adobe Acrobat Reader

Sample approved documents are now available. Please select the document you wish to view and/or print from the list above. If you need a compare to the PPA version, please create a ticket via the Client Portal at https://my.fisglobal.com or call 844.6 FIS NOW or 844.634.7669 for assistance with Client Portal access or submitting a ticket. To ensure a quick response, please submit your ticket to Pre-Approved Plans located under Relius Documents.

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