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

• 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 Eligible Automatic Contribution Arrangement (EACA) – Enhanced per SECURE 2.0 Act

• 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)