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COMBINED TRADITIONAL/ROTH PACKAGE FIRST TRUST RETIREMENT, CUSTODIAN FOR INVESTMENTS IN SIERRA INCOME CORPORATION INVESTMENT PRODUCTS TableofContents IRA PROTOTYPE AGREEMENT AND DISCLOSURE STATEMENT

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What is first trust retirement?

First trust retirement is a retirement plan established by an employer for the benefit of its employees.

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Employers who offer a first trust retirement plan to their employees are required to file.

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First trust retirement can be filled out online or through paper forms provided by the IRS.

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The purpose of first trust retirement is to provide employees with a way to save for retirement and potentially receive employer contributions.

What information must be reported on first trust retirement?

Information such as employee contributions, employer contributions, investment earnings, and participant information must be reported on first trust retirement.

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