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Retirement Planning
Chapter 7: Plan Installation & Administration/ESTABLISHING A QUALIFIED PLAN (2 OF 2)
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Chapter Study Session

Chapter 7: Plan Installation & Administration

ESTABLISHING A QUALIFIED PLAN (2 OF 2)

01.Core Concepts

• Master or Prototype Plan • Master: Single trust or account used by all adopting employers • Prototype: Each employer establishes their own separate trust or account • Sample Plan Adoption Agreement (Exhibit 7.8)