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Supplemental Retirement Plans Political Contribution, and Connection Disclosure Coliform Disclosure Letter for Investment Managers From: The Investment Manager listed below To:Supplemental Retirement

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What is supplemental retirement plans?

Supplemental retirement plans are savings vehicles designed to provide additional income in retirement on top of primary retirement plans like pensions and 401(k)s.

Who is required to file supplemental retirement plans?

Employees who participate in supplemental retirement plans offered by their employer are required to file these plans.

How to fill out supplemental retirement plans?

To fill out supplemental retirement plans, employees need to provide information on their contributions, investment choices, and beneficiaries.

What is the purpose of supplemental retirement plans?

The purpose of supplemental retirement plans is to help individuals save additional funds for retirement and potentially increase their retirement income.

What information must be reported on supplemental retirement plans?

Information such as contribution amounts, investment choices, beneficiary details, and any withdrawals or distributions must be reported on supplemental retirement plans.

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