Retirement Savings Templates

This form is used for inactive retirement investors in Iowa to designate a beneficiary for their Retirement Investors' Club (RIC) account.

This document is a checklist that outlines the key steps and considerations for setting up and managing a 401(k) retirement plan. It provides guidance on eligibility, contribution limits, investment options, and other important factors to consider when establishing a 401(k) plan for your employees. Use this checklist to ensure compliance and maximize the benefits of your company's retirement plan.

This is a formal instrument that allows individuals to express their intention to receive a saver's credit after contributing money to their retirement savings plans.

This form is used for enrolling in the Nc 401(K) Plan in North Carolina.

This document provides information about the rollover process in the North Carolina 457 Plan. Find out how you can transfer funds from another retirement account into your NC 457 Plan.

This form is used for requesting a voluntary cash out of a small balance from the NC 457 Plan in North Carolina.

This form is used for transferring funds from your Registered Retirement Savings Plan (RRSP) to your First-time Home Buyers' Savings Account (FHSA) in Canada.

This form is used for reporting unused contributions, transfers, and activities related to RRSP, PRPP, and SPP in Canada.