Employee Participation Documents Form
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4Instructions - Employee Participation
Documents
Provide the following documents to your employees; do not return to Scottrade.
Plan Participation Notice & Summary Description:
•
Fill in employer information and the details of your SIMPLE plan as you have
specified in the Adoption Agreement, and save the completed document for your
records.
•
When enrolling employees, provide a copy of the Plan Participation Notice and
Summary Description in addition to the Salary Reduction Agreement.
Salary Reduction Agreement:
•
Fill in employer information in Section A and the effective date in Section B, and
save this template for your records.
•
When enrolling employees, provide a copy of the Salary Reduction Agreement in
addition to the Plan Participation Notice and Summary Description.
•
Employees should complete and return the Salary Reduction Agreement, which
should then be signed by the employer. Retain these completed forms for your
records.
Once your plan is established, your employees will need to submit a SIMPLE IRA
Application to Scottrade; this form is available on the
forms
center.
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Parent category: Business