Cycle 3 Trust Names

[austin3515]

What are y'all naming your trusts?  I was thinking if the name of the plan is ABC 401(k) Plan the trust would be named ABC 401(k) Plan Trust (as in the trust established for the aforementioned plan).

Relius just sent us a notification that the trust name can be the same as the Plan name but that just felt awkward.  Things that are different should have different names!

[Belgarath]

12 hours ago, austin3515 said:

I was thinking if the name of the plan is ABC 401(k) Plan the trust would be named ABC 401(k) Plan Trust

That's what I'm doing...

[Artie M]

You could name them the same names but like you said seems awkward...when talking about them you would need to add the word trust to the one that is the trust so that everyone knows which one you are referring to.   We tend to name them ABC 401(k) Plan and ABC 401(k) Trust, omitting the word "Plan" in the name of the trust.