Amend your plan documents now

The Internal Revenue Service requires you as a retirement plan sponsor to periodically amend and restate your Putnam Fiduciary Trust Company Prototype Defined Contribution Plan documents for changes in federal law. This must be completed by April 30, 2016.

Did you know that failure to comply could result in disqualification of your plan?

Step 1: Amend your plan today

Fill out the Adoption Agreement document you received in the mail as soon as possible. These documents are known as the Putnam Fiduciary Trust Company Prototype Defined Contribution Plan.

You can also download these documents:

To meet the deadline, make sure the Adoption Agreement is signed, dated, and available for inspection by your employees, or other interested parties, by April 30, 2016.

Be sure to have a copy of your current Plan Document or Adoption Agreement on hand when completing your new Adoption Agreement. If you need a copy, please call us at 1-800-662-0019.

Step 2: Send us a copy of your Adoption Agreement

So we can better serve you, please send us a copy of your completed Adoption Agreement right away.

Regular mail:
Putnam Investments
P.O. Box 219697
Kansas City, MO 64121-9697
Overnight mail:
Putnam Investments
430 W 7th Street, Suite 219697
Kansas City, MO 64105-1407
Scan and email:
[email protected]
Fax:

1-800-913-6162

Step 3: Complete your Summary Plan Description template

Once you have completed your Adoption Agreement, complete your Summary Plan Description template using the elections you made in the Adoption Agreement. Download a Summary Plan Description template now:

You must update your plan's Summary Plan Description within 210 days after the end of the plan year in which your plan was changed.