401(k) Plus Savings Plan and Trust - 范本
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Table of Contents
2.3 Ineligible, Terminated or Former Participants
3.1 Pre-Tax Contribution Election
3.2 Changing a Contribution Election
3.3 Revoking and Resuming a Contribution Election
3.4 Contribution Percentage Limits
3.5 Refunds When Contribution Dollar Limit Exceeded
3.6 Timing, Posting and Tax Considerations
4 ROLLOVER CONTRIBUTIONS AND TRANSFERS FROM AND TO OTHER QUALIFIED PLANS
4.2 Transfers From and To Other Qualified Plans
6.1 Individual Participant Accounting
6.2 Valuation Date Accounting and Investment Cycle
6.3 Accounting for Investment Funds
6.4 Payment of Fees and Expenses
6.5 Accounting for Participant Loans
6.8 Special Accounting During Conversion Period
6.9 Accounts for Alternate Payees
7 INVESTMENT FUNDS AND ELECTIONS
7.2 Responsibility for Investment Choice
7.4 Default if No Valid Investment Election
7.5 Investment Fund Election Change Fees
9.1 Participant Loans Permitted
9.2 Loan Application, Note and Security
9.5 Loan Funding Limits, Account Sources and Funding Order
9.7 Source and Timing of Loan Funding
10.1 In-Service Withdrawals Permitted
10.2 In-Service Withdrawal Application and Notice
10.4 In-Service Withdrawal Approval
10.6 Source and Timing of In-Service Withdrawal Funding
10.8 After-Tax Account Withdrawals
10.9 Rollover Account Withdrawals
10.10 Over Age 59 1/2 Withdrawals
11 DISTRIBUTIONS ONCE EMPLOYMENT ENDS OR BY REASON OF A PARTICIPANT'S REQUIRED BEGINNING DATE
11.1 Benefit Information, Notices and Election
11.4 Source and Timing of Distribution Funding
11.5 Latest Commencement Permitted
11.6 Payment Within Life Expectancy
12.1 Contribution Limitation Definitions
12.3 Correction of ADP and ACP Tests
12.5 Correction of Multiple Use Test
12.6 Adjustment for Investment Gain or Loss
12.7 Testing Responsibilities and Required Records
13 MAXIMUM CONTRIBUTION AND BENEFIT LIMITATIONS
13.1 "Annual Addition" Defined
13.3 Avoiding an Excess Annual Addition
13.4 Correcting an Excess Annual Addition
13.5 Correcting a Multiple Plan Excess
13.6 "Defined Benefit Fraction" Defined
13.7 "Defined Contribution Fraction" Defined
13.8 Combined Plan Limits and Correction
14.3 Adjustment to Combined Limits for Different Plans
15.1 Plan Delineates Authority and Responsibility
15.3 Company is ERISA Plan Administrator
15.6 Delegation of Administrator Duties
15.7 Committee Operating Rules
16.4 Trustee to Act Upon Instructions
16.5 Administrator Has Right to Vote Registered Investment Company Shares
16.6 Custom Fund Investment Management
16.8 Authority to Segregate Assets
17.1 Trustee to Construe Trust
17.2 Trustee To Act As Owner of Trust Assets
17.3 United States Indicia of Ownership
17.4 Tax Withholding and Payment
17.6 Valuation of Certain Assets
17.9 Trustee Duties and Limitations
18 RIGHTS, PROTECTION, CONSTRUCTION AND JURISDICTION
18.1 Plan Does Not Affect Employment Rights
18.3 Limited Return of Contributions
18.4 Assignment and Alienation
18.6 Reallocation of Lost Participant's Accounts
18.7 Suspension of Certain Plan Provisions During Conversion Period
18.8 Suspension of Certain Plan Provisions During Other Periods
18.11 Jurisdiction and Sever ability
18.12 Indemnification by Employer
19 AMENDMENT, MERGER, DIVESTITURES AND TERMINATION
19.4 Plan Termination and Complete Discontinuance of Contributions
19.5 Amendment and Termination Procedures
19.6 Termination of Employer's Participation
19.7 Replacement of the Trustee
19.8 Final Settlement and Accounting of Trustee
APPENDIX B- PAYMENT OF PLAN FEES AND EXPENSES
APPENDIX C- LOAN INTEREST RATE
以上为全文目录，正文见附件
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401(k) Plus Savings Plan and Trust - Jacobs Engineering Group Inc. (Aug 1, 2000).docx
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发布于 2021-03-05 17:31:40
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