Retirement Plan Documents Templates

This document was issued by the Internal Revenue Service (IRS), the Department of Labor (DOL), and the Pension Benefit Guaranty Corporation (PBGC). It is a formal instrument used by employers that manage the employee benefit program to inform the authorities about the qualifications of the plan, investments made to the plan, and financial details of the program.

This form should be filled out by one-participant plans and by foreign plans. You are not required to file the form with attachments or schedules. File this form for an annual return if you do not file it electronically on a related Form 5500-SF.

This Form is used for designating beneficiaries for the Nc 401(k) Plan in North Carolina.

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

This document explains the process of transferring funds from a 401(k) retirement plan to another investment account in North Carolina. It includes details on eligibility, tax implications, and steps to complete the rollover.

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.