NRPTC

Text Box:  

 National Retirement Plans Training Conference, Inc. 

 

 

EMPLOYER MEMBERSHIP AGREEMENT

 

(Complete Both Sides)

 

Employer Member=s Name:                                                                                                                           

Street Address:                                                                                                                                                 

City:                                                                  State:                                      Zip:                                           

Phone Number:                                                           Fax Number:                                                                

Contact Person:                                                          Employer Tax ID:                                                        

E-mail Address:                                                                                                                                                

 

 

The company listed above (hereafter referred to a Employer Member) has applied to become a member of NRPTC (National Retirement Plans Training Conference, Inc.) for the period beginning                                                                                                  

and ending                                                          .

 

[    ]         I wish to have all communications sent electronically to the e-mail address noted above.  I understand that an annual membership fee of $190* applies (a discounted rate of $165 applies in the case of timely renewals).

 

[   ]          I wish, instead, to receive hard copy mailings of communications at the address noted above.  I understand that an annual membership fee of $215* applies (no discounted rates are available.)

 

Upon acceptance into membership, Employer Member is authorized to use any of the prototype retirement plan documents sponsored by NRPTC for the period of its membership listed above, and for each subsequent consecutive 12 month period for which it pays the applicable membership fees.

 

Employer Member understands that continued use of the NRPTC sponsored prototype plan documents is only available while its annual NRPTC membership dues are in a current paid status.  Employer Member also understands that IRS Rev. Proc 2000-20 requires NRPTC to furnish the IRS (upon request) with a list of those employers (including all related employers) that have adopted and currently maintain the NRPTC-sponsored prototype plan documents.  An employer will only be identified on NRPTC’s list of adopting employers for years for which their membership is paid.

 

NRPTC reserves the right to exclude any individual or employer from membership on a totally discretionary basis.

 

*The documents listed on the reverse side which are asterisked (*) require completion of a supplemental membership agreement, and the payment of an annual document use fee.

 

(Complete Reverse Side)


 

Documents In Use By Employer Member

 

Instructions for Completion:

 

Please check the appropriate box(es) to identify the NRPTC-sponsored prototype plan(s) adopted by Employer Member.  The asterisked items require an additional annual fee.

 

� Prototype Defined Contribution Plan & Trust (Document #01)

Standardized Plans

� #01001 - Simplified Standardized Money Purchase

� #01002 - Simplified Standardized Profit Sharing

� #01003 - Flexible Standardized Money Purchase

� #01004 - Flexible 401(k) Profit Sharing Plan (including Safe Harbor 401(k) provisions)

� #01005 - Flexible Standardized Money Purchase (voluntary employee contributions permitted)

� #01008 - Flexible Standardized Profit Sharing Plan (non 401(k) plan)      

 

Nonstandardized Plans

� #01006 - Flexible Nonstandardized Profit Sharing/401(k) Plan

� #01007 - Flexible Nonstandardized Money Purchase Plan

 

� Prototype Defined Contribution Plan & Trust (Document #02)

� #02001 - Simplified Profit Sharing/401(k) Plan (owner only plan)      

 

� SEP/SARSEP Prototype Plan

 

� Miscellaneous Employer Plans*

� Flexible Benefit Plan

           �  Premium Conversion Plan

           �  Full Flex Program

 

 

                                                                                                                                                                          

       Employer Member Signature                                                        Date   

 

 

 

 

PAYMENT INFORMATION:

  � Check Enclosed                      � Please Charge                      Visa                  Mastercard

 

  Card Number:                                                       Print or Type Name:                                                                  

 

  Expiration Date:                                                  Cardholder Signature:                                                                

 

Return completed form, along with payment or credit card authorization to:

NRPTC, Inc., P.O. Box 2614  New Brunswick, New Jersey 08903-2614