Do Your Own Self Directed Keogh Plan: The Trustee and Administrator Guide For Entrust Sponsored Self-Directed Qualified Plans *To be used only with Entrust sponsored plans   This is for: Profit Sharing Plan (without a 401(k) option) Money Purchase Pension Plan Paired Plans which includes one each, a Profit Sharing and Money Purchase Pension Plan Some of the Topics in the Guide are: Truly Self Directed Plan Investments Examples Of Real Self Directed Investments Permissible Investments Determining Which Plan Is For You Contribution Requirements Adopting The Plan Opening A Trust Account Contributions And Deductions Compliance With ERISA Unrelated Business Income Fiduciaries To Your Plan Borrowing From Your Plan Distributions Transactions And Penalties This comprehensives guide permits you to not only choose the investments you wish to make, but also be in charge of your own record-keeping and administration. You can end the need to have an outside administrator, and still have a plan which remains qualified. This plan lets you be in charge of all aspects of day to day operations of the plan.   The Entrust Do-Your-Own Plans are intended as owner-only plans, covering business owners and their spouses, if applicable. The Entrust plans can be used to cover your employees in the future, but not as a Do-Your-Own Plan. If you currently have employees or are about to hire employees, contact us at 1-800-392-9653, so that we can provide you with the appropriate plan administration and record-keeping services.   Qualified plans are retirement plans, other than IRAs, that are approved by the Treasury Department. Retirement plans do not need to be approved by the Internal Revenue Service (IRS); however, it is recommended that you have the IRS determine whether your plan qualifies under the Internal Revenue Code. Qualified plans set up by a self-employed person are interchangeably referred to as Keogh or HR-10 plans. This guide refers to these plans based on which term is used in a particular IRS reference.   The information provided herein is for example only and is not intended as investment or tax advice. We strongly recommend that you seek and use the services of professionals in those respective fields. The qualified plans discussed in this guide are defined contribution plans for which Entrust has obtained IRS determination letters.   *This Guide is to be used only as part of an Entrust Plan which is Qualified every year. Each plan is offered on a subscription basis only. The annual fee is $300 per year per plan, which keeps the plan qualified for one year.   Click here for books and CDs   Select an Administrator and Open an Account webmaster@ekeogh.com ekeogh is brought to you by Entrust Administration 1.800.392.9653