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PLAN SPONSORS
This
page is designed to provide you, as a valued Plan Sponsor, quick
access to forms, documents, and other resources designed to
provide the support that will help you monitor and manage your
custom retirement plan.
Your assigned account manager provides all on-going administrative
services including mandatory testing to demonstrate compliance,
annual report preparation and signature-ready 5500 series tax
forms to file with the IRS. Please feel free to contact them with
any questions you may have.
Benefit Administration Dedicated Account Managers.
We
provide documents and some forms electronically to plan sponsors.
However, many Investment Providers require the use of their own
forms. For your convenience, we have links below to many of our
preferred providers. In addition to requesting forms, these
websites allow you access to all your plan information.
Investment Providers
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