Documents > DGEM Document List
DGEM Document List
With ASCi’s DGEM System – you can easily create the following plan document types:
Click on the icons to download samples in document and PDF format.
Volume Submitter
- 401(k)/DC Volume Submitter (
PDF) - DB Volume Submitter ( PDF)
Prototype
- 401(k)/DC Prototype
- DC Prototype
Specialty Plan Documents
-
Cash Balance Plan ( PDF)
- 403(b) Tax Sheltered Annuity ( PDF)
- Employee Stock Ownership Plan (ESOP)
Forms
- Beneficiary Designation Package for Plans Subject to QJSA
- Beneficiary Designation Package for Plans Not Subject to QJSA
- Salary Deferral Elections with Participant Instructions
- Termination of Employment Distribution Package for Plans Subject to QJSA
- Termination of Employment Distribution Package for Plans Not Subject to QJSA
- Sample Employer Resolution
- Notice of Safe Harbor Contribution - 2006
- Notice of Safe Harbor Contribution - 2007 - Cover Letter
- Notice of Safe Harbor Contribution - 2007
- Hardship Distribution Form
- IRS Form 8905 - 2006 - Cover Letter
- IRS Form 8905 – 2006
- Future Developments
- Beneficiary Designation – no QJSA.doc
- Beneficiary Designation – QJSA.doc
- Corporate Resolution - adoption.doc
- Deferral Election - no Roth or Catch-Up.doc
- Deferral Election with Catch-Up - no Roth.doc
- Deferral Election with Roth -- no catch-up.doc
- Deferral Election with Roth and Catch-Up.doc
- Hardship form - no Roth.doc
- Hardship form - Roth.doc
- LLC Resolution - adoption.doc
- Notice of Sponsor Amendment.doc
- Partnership resolution - adoption.doc
- Sole Proprietor - adoption.doc
- Termination Distribution Package - J&S.doc
- Termination Distribution Package - non-J&S.doc
For more information click here.
