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Retirement Investors Club (RIC) Iowa Department of Administrative Services RIC Plan Summary Eligibility Enrollment Contributions Catch-Up Provisions Rollovers into plan 457 Employee Contribution Plan
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The RIC (Registered Investment Company) plan summary is a document outlining the details and objectives of a particular investment company, including its investment strategy and management team.
All registered investment companies are required to file a RIC plan summary with the relevant regulatory authorities.
RIC plan summary can typically be filled out by providing detailed information about the investment company's objectives, strategies, risks, and management team.
The purpose of a RIC plan summary is to provide transparency to investors and regulatory authorities about the operations and investment strategies of the registered investment company.
Information such as investment objectives, investment strategies, risks, performance data, and management team details must be reported on the RIC plan summary.
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