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This document outlines the terms and conditions of a Locked-In Retirement Account (LIRA) under the Nova Scotia Pension Benefits Act, detailing transfers, investments, and the treatment of funds, as

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How to fill out NORTHWEST & ETHICAL INVESTMENTS L.P. RETIREMENT SAVINGS PLAN

01

Obtain the NORTHWEST & ETHICAL INVESTMENTS L.P. RETIREMENT SAVINGS PLAN form from your employer or the plan administrator.

02

Review the plan guidelines to understand eligibility criteria and contribution limits.

03

Fill out your personal information at the top of the form, including your name, address, and employee ID.

04

Indicate your desired contribution percentage or amount you wish to set aside from each paycheck.

05

Choose your investment options as outlined in the plan document, selecting the funds or accounts that align with your retirement goals.

06

Provide the necessary beneficiary information, designating who will receive your funds in the event of your passing.

07

Review the completed form for accuracy and sign it to authorize your participation in the plan.

08

Submit the form to your HR department or plan administrator as instructed.

Who needs NORTHWEST & ETHICAL INVESTMENTS L.P. RETIREMENT SAVINGS PLAN?

01

Employees at NORTHWEST & ETHICAL INVESTMENTS L.P. looking to save for retirement.

02

Individuals seeking a structured method to invest their savings for future financial security.

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Self-employed individuals or freelancers who want to set aside funds for retirement.

04

Anyone interested in ethical investment options while accumulating retirement savings.

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What is NORTHWEST & ETHICAL INVESTMENTS L.P. RETIREMENT SAVINGS PLAN?

NORTHWEST & ETHICAL INVESTMENTS L.P. RETIREMENT SAVINGS PLAN is a retirement savings plan designed for employees of Northwest & Ethical Investments L.P., allowing them to save for retirement in a tax-advantaged way.

Who is required to file NORTHWEST & ETHICAL INVESTMENTS L.P. RETIREMENT SAVINGS PLAN?

Employers offering the NORTHWEST & ETHICAL INVESTMENTS L.P. RETIREMENT SAVINGS PLAN are required to file necessary documentation with the appropriate regulatory authorities.

How to fill out NORTHWEST & ETHICAL INVESTMENTS L.P. RETIREMENT SAVINGS PLAN?

To fill out the NORTHWEST & ETHICAL INVESTMENTS L.P. RETIREMENT SAVINGS PLAN, participants should provide personal and employment information, select contribution levels, and indicate beneficiary designations on the appropriate forms provided by the plan administrator.

What is the purpose of NORTHWEST & ETHICAL INVESTMENTS L.P. RETIREMENT SAVINGS PLAN?

The purpose of the NORTHWEST & ETHICAL INVESTMENTS L.P. RETIREMENT SAVINGS PLAN is to facilitate employees in accumulating savings for their retirement, thereby providing financial security in their post-employment years.

What information must be reported on NORTHWEST & ETHICAL INVESTMENTS L.P. RETIREMENT SAVINGS PLAN?

The information that must be reported on the NORTHWEST & ETHICAL INVESTMENTS L.P. RETIREMENT SAVINGS PLAN includes participant contributions, investment performance, account balances, and any distributions made during the plan period.

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