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      Back to home
      1. Help Center
      2. Plan Documents
      • Getting Started
        • Getting Started for Plan Administrators
        • Getting Started for Account Holders
      • For Plan Administrators
        • Plan Administration & Reports
        • Retirement Plan Oversight
        • Contributions
        • Loans
        • Service Agreements
        • Additional Information
        • Managing Employees
      • For Account Holders
        • Statements and Reports
        • Loans
        • Rollovers
        • Take Money Out
        • Contributions
        • Additional Resources
      • Account Review and Changes
        • Account Review and Changes for Plan Administrators
        • Account Review and Changes for Account Holders
      • Investments
        • Investments for Plan Administrators
        • Investments for Account Holders
      • Distributions
      • Plan Documents
      • Housing Allowance
      • Before & During Retirement
      • Financial Terms
        • Portfolio
        • Mutual Fund
        • Compound Interest
        • Dollar Cost Averaging
        • Asset Allocation
        • Bond
      • Envoy Mobile App
      • Frequently Asked Questions

      Plan Documents

      For Plan Administrators: What you need to know about your plan documents
      • How Are Plan Documents Kept Current?
      • What Plan Documents Need to be Signed by a Plan Administrator?
      • Will Plan Document Restatements Impact Your Current Plan Design?
      • Where Does the Plan Sponsor Keep the Plan Document?
      • What is a 403(b) Prototype Plan?
      • Required 403(b) Plan Document Restatements
      • IRS Pre-Approved Plan Program for 403(b) Retirement Plans
      • Plan Document Requirements
      • What is a Plan Document?
      • Envoy's NEW Plan Document
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