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The Greatest Retirement Services AGREEMENT FOR RECORDKEEPING AND COMMUNICATION SERVICES 457(b) Deferred Compensation Plan Group No. 8803801 and 3121 Plan Group No. 8803802 and 401 (a) Profit Sharing
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How to fill out great-west retirement services agreement
How to fill out great-west retirement services agreement:
01
Start by reading and understanding the terms and conditions stated in the agreement. Familiarize yourself with the various sections and clauses.
02
Provide your personal information accurately. This includes your full name, address, contact details, and social security number.
03
If applicable, fill in your employer's information, including the company name, address, and contact details.
04
Review the investment options available to you. Assess your risk tolerance and investment goals before making selections.
05
Determine your contribution amount. Decide how much you want to contribute to your retirement account and indicate whether it will be a fixed percentage or a specific dollar amount.
06
If you wish to make additional catch-up contributions, indicate the desired amount and provide any necessary documentation.
07
Choose your beneficiary. Designate the individual(s) who will receive the benefits from your retirement account in the event of your passing.
08
Review the investment allocation options and select the funds that align with your investment strategy.
09
If you wish to set up automatic contributions, indicate the desired frequency (e.g., monthly, quarterly) and the preferred method of payment.
10
Carefully review all the information provided before submitting the completed agreement. Ensure there are no errors or omissions.
Who needs great-west retirement services agreement:
01
Individuals who are employed and wish to participate in a retirement savings plan offered by Great-West Retirement Services.
02
Employers who want to provide their employees with retirement benefits through Great-West Retirement Services.
03
Financial advisors or professionals who assist individuals or companies in managing their retirement plans and select Great-West Retirement Services as a provider.
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