Qualified Retirement Plan Documents
In order to adopt an American Century Investments® prototype Qualified Retirement Plan ("Plan"), the Adopting Employer must complete the Adoption Agreement and any applicable amendments and return a signed copy to:
American Century Investments
PO Box 419385
Kansas City, MO 64141
Your adoption or restatement of the Plan will not be complete until a signed copy has been received and accepted by American Century Investments. Please contact us if you need help deciding which plan is best for your organization.
Looking for plan termination instructions? Click here.
Money Purchase Pension Plan
*Applicable only for plans offering loans.
Individual 401(k) Profit Sharing Plan
Adoption Agreement Standardized Individual 401(k) Profit Sharing Plan
Summary Plan Description Standardized Individual 401(k) Profit Sharing Plan
Simplified 401(k) Profit Sharing Plan
Plan Documents
Hardship Distribution Amendment to Basic Plan Document (Simplified)
SECURE-BAM-CARES Amendment to Basic Plan Document (Simplified)
Hardship Distribution Amendment to Adoption Agreement (Simplified)
Summary Plan Description Simplified 401(k) Profit Sharing Plan
*Applicable only for plans offering loans.
Administrative Forms and Notices
401(k) Notice of Eligible Automatic Contribution Arrangement (EACA)
401(k) Notice of Qualified Automatic Contribution Arrangement (QACA)
Supplemental 404(c) Employee Information Sheet and ERISA Section 404(c) Employer Guidelines
Notice of Reduction or Elimination of 401(k) Safe Harbor Contributions (Ascensus)
Plan Termination Documents — All Plans
General Instructions
Termination Amendment Kits
Complete the appropriate kit to amend your plan prior to terminating it. File the amendment with your other plan documents — do not send it to American Century Investments.