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Rabbi Trust Agreement
This rabbi trust agreement is based on the IRS model rabbi trust provisions contained in Revenue Procedure 92-
64. Provisions
from the IRS model rabbi trust have been selected which are frequently chosen by many if not most of Wells Fargo rabbi trust
clients. Additional provisions have been added to reflect Wells Fargo operating procedures and administrative requirements. A
Company should carefully review the trust agreement with its legal counsel to determine if it is appropriate for its particular
situation. Wells Fargo does not provide legal advice and makes no representations concerning the tax consequences of a
Company’s execution of this Agreement.
TABLE OF CONTENTS
Page
Article I. Establishment of Trust 1
Article II. Payments to Plan Participants and Their Beneficiaries 2
Company is Insolvent 3
Article IV. Payments to Company 4
Article V. Investment Authority 4
Article VI. Disposition of Income 7
Article VII. Accounting by Trustee 7
Article VIII. Responsibility of Trustee 7
Article IX. Compensation and Expenses of Trustee 8
Article X. Resignation and Removal of Trustee 8
Article III.
Trustee Responsibility Regarding Payments to Trust Beneficiary When