Pendoc provides complete plan folders for qualified volume submitter Defined Benefit, Profit Sharing, 401(k) plan documents.
Each plan folder includes a core plan document, adoption agreement, SPD, letter of resolutions, and IRS determination letter.
To view the sample documents, you will need Adobe Acrobat Reader installed on your computer. To download your free copy of Adobe Acrobat Reader™, click on the Acrobat Reader Icon below.
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Select the document links in the table below to download samples of our plan documents. You may use the sample adoption agreements for Single Plan Documents if you have completed a licensing agreement.
| Plan Type |
Determination Letter |
Adoption Agreement |
Summary Plan Description |
| Defined Benefit |
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| Profit Sharing |
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| 401(k) |
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| Money Purchase |
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| Target Benefit |
Pendoc also offers templates to assist in plan administration. As an example, you can download our participate loan policy template at no cost.
Pendoc offers several convenient forms such as this to full service subscribers.
