NRPTC
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 $180*
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 $205*
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
Nonqualified Plans*
Excess Benefit Plan
Top
Hat Plan
'457
Plan
457(b)
457(f)
457 Top Hat Plan
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