UFG Document Library
The following documents are available in hard copy or PDF. Just click on the link below or call us at 1-800-445-1707.

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UFG's Multiplan Details
  • How It Works
  • Legal and Technical References
  • Parties to the Plan
Proposal Samples - Before and After Plan Results
Explanation of Qualified Retirement Plans
  • Traditional Defined Benefit Plans
  • IRC §412(i) Defined Benefit Plans
  • Profit Sharing Plans, including §401(k) arrangements
  • Traditional Defined Contribution Plans
Legal Basis for UFG's Multiplan Treatment of Qualified Retirement Plans
Retirement Plan Contribution Comparison Charts
Relevant IRS Notices, Publications, Rulings and Memoranda
UFG Positions regarding IRS Actions
Other Significant Government Actions
  • Federal Court Cases
  • New Federal Tax Regulations
UFG’s Analysis of Court Cases and New Regulations
Evolution of Welfare Benefit Plans (1974 to the Present)
Discussion of Life Insurance in Qualified Retirement Plans
Legal Opinion Letters
UFG's Multiplan Installation Kit
Benefit Plan Installation and Administration Documents
 
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