Plan Document

[PFranckowiak]

My boss just asked me where we could be a plan document for a nonqualified plan. Any suggestions?

Pat

[ERISA-Bubs]

If you're looking for a model document, try looking through public companies' securities filings. Some have the entire plan as an exhibit.

[Peanut Butter Man]

You can buy nonqualified plan documents from most of the plan document companies. We've bought nonqualified plan documents from Relius, FT William, and Erisafile. You should also be able to find an ERISA attorney who can provide you with a nonqualified plan document.

The nonqualified plan documents in the securities filings are not model documents. They have been customized for that company and are protected by copyright. I really recommend against going that route. Is it worth explaining to your client why they are being sued for copyright infringement and their plan is being disqualified for using a "borrowed" plan document because you decided to copy a document off the Internet instead of paying for one.