BRS 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.

Money Purchase Pension Plan

• Basic Plan Document

• SECURE-BAM-CARES Amendment to Basic Plan Document (MPP)

• Adoption Agreement Money Purchase Pension Plan

• SECURE-BAM-CARES Amendment to Adoption Agreement (MPP)

• Summary Plan Description Money Purchase Pension Plan

• Summary Plan Description Loan Information Sheet*

^{*Applicable only for plans offering loans.}

Individual 401(k) Profit Sharing Plan

• Basic Plan Document

• Hardship Distribution Amendment to Basic Plan Document

• SECURE-BAM-CARES Amendment to Basic Plan Document (Indiv)

• Adoption Agreement Standardized Individual 401(k) Profit Sharing Plan

• SECURE-BAM-CARES Amendment to Adoption Agreement (Indiv)

• Summary Plan Description Standardized Individual 401(k) Profit Sharing Plan

Simplified 401(k) Profit Sharing Plan

Plan Documents

• Basic Plan Document

• Hardship Distribution Amendment to Basic Plan Document (Simplified)

• SECURE-BAM-CARES Amendment to Basic Plan Document (Simplified)

• Adoption Agreement Simplified 401(k) Profit Sharing Plan

• Hardship Distribution Amendment to Adoption Agreement (Simplified)

• SECURE-BAM-CARES Amendment to Adoption Agreement Simplified

• Summary Plan Description Simplified 401(k) Profit Sharing Plan

• Summary Plan Description Loan Information Sheet*

^{*Applicable only for plans offering loans.}

Administrative Forms and Notices

• 401(k) Notice of Automatic Enrollment

• 401(k) Notice of Eligible Automatic Contribution Arrangement (EACA)

• 401(k) Notice of Qualified Automatic Contribution Arrangement (QACA)

• 401(k) Safe Harbor Contribution Notice

• Automatic Rollover Notice

• Notice of Default Investment(s)

• Notice to Interested Parties

• SIMPLE 401(k) Plan Contribution Notice

• 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)

• Trust and Custodial Agreement (Ascensus)