Retirement Plans Documents

This document outlines SIMPLE IRA plans tailored for small businesses, detailing eligibility criteria and benefits. It serves as a compliance guide for business owners considering retirement plans. Utilize this resource to simplify your retirement planning and ensure compliance.

This file contains the official application for service retirement from the New York State and Local Retirement System. It provides essential information and instructions for public employees seeking to retire. Complete and submit this application to initiate your retirement benefits.

This document provides guidelines for Lincoln Financial Group's paperless loans and withdrawals. It includes steps to request a loan or withdrawal, review account information, and submit the request. Additionally, it covers tracking status, cancelling a request, and important notices.

This file provides essential terms and instructions for retirement planning, specifically for Northwestern Mutual Variable Annuity owners. It covers key retirement concepts, social security benefits, and financial advice. Ideal for individuals preparing for retirement.

This guide provides essential tools and resources for retirement planning. It includes calculators, advice, and fund information to enhance your investment strategy. Utilize this resource to prepare for a comfortable retirement.

This file contains the application form for NYCERS members wishing to purchase service credit for time worked before their membership. It outlines the eligibility criteria, required documentation, and submission instructions. Users can apply through a secure online portal or by mail for their convenience.

This file offers information about 401(k) loans and hardship withdrawals to help users understand the implications and procedures involved. It provides general considerations, borrowing guidelines, and hardship withdrawal conditions. Use this guide to make informed decisions about accessing your 401(k) savings.

This document outlines the procedure for requesting civilian employee retirement certificates. It details the necessary information needed for submissions. Follow the guidelines to ensure timely processing of your request.

This file provides information on the OregonSaves Retirement Savings program, including benefits, enrollment instructions, and the opt-out process. Users can learn about setting up their accounts, managing contributions, and the associated fees.

The CCCERA Spousal Waiver Form allows a spouse or California Registered Domestic Partner to waive CCCERA survivor benefits. The form must be completed in blue or black ink and submitted as an original document. Notarization is required.

This file provides detailed instructions on how to open a pension account under NPS through eNPS using either Aadhaar or PAN for KYC verification. It covers the requirements, steps for registration, and options for eSign or print and courier submission. Additionally, it includes specific steps for NRI subscribers.

This file serves as a comprehensive guide for enrolling in the Jack in the Box Easy$aver Plus Plan. It covers eligibility, contribution options, and investment choices for retirement savings. Essential reading for employees looking to secure their financial future.