Download Individual 401(k) Plan Standardized Adoption Agreement and Instructions

In order to download the Individual 401(k) Plan Standardized Adoption Agreement and Instructions, you must review the Individual 401(k) Plan Basic Plan Document. By clicking "I agree" below, you consent to receive these documents electronically, on the terms set forth below.

By selecting the "I agree" button below, you indicate that you are able to access documents in Adobe Acrobat's Portable Document Format (PDF) and you consent to receive all of the documents and disclosures associated with the Individual 401(k) Plan in PDF format, including but not limited to the Individual 401(k) Plan Basic Plan Document and the Individual 401(k) Plan Standardized Adoption Agreement and Instructions. You must be able to download, view, and print the Individual 401(k) Plan Basic Plan Document in order to download the Individual 401(k) Plan Standardized Adoption Agreement and Instructions. If you are unable to do so, please call toll-free 1-800-638-3804 for assistance or to request a copy of the Individual 401(k) documents at no charge.

Click below to:

  1. Indicate you have received and read the Individual 401(k) Plan Basic Plan Document and wish to download the Individual 401(k) Plan Standardized Adoption Agreement and Instructions, and,
  2. Acknowledge that T. Rowe Price will not identify the plan sponsor as having adopted the plan, and is under no obligation to provide document amendments, until the executed Individual 401(k) Plan Standardized Adoption Agreement is received by T. Rowe Price and T. Rowe Price provides confirmation of the establishment of the plan on the T. Rowe Price retirement recordkeeping system.

You will need Adobe Acrobat to view the Individual 401(k) Plan Basic Plan Document and the Individual 401(k) Plan Standardized Adoption Agreement and Instructions. You can download Adobe Acrobat Reader free of charge. You will then be able to download and print the Individual 401(k) Plan Basic Plan Document and the Individual 401(k) Plan Standardized Adoption Agreement and Instructions.