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Reset FormRETIREMENT PLAN CONTRIBUTION FORM Account #: Advisor Code: Case #: 1SELECT PLAN TYPE M M401(k)403(b)(7’M Profit Sharing Plan SIMPLE Money Purchase Pension Plan / Target Benefit Plan SIMPLE
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Select plan type refers to the type of pension plan chosen by an individual or organization to provide retirement benefits.
Employers and individuals who have a pension plan are required to file select plan type.
Select plan type can be filled out online or through paper forms provided by the pension plan administrator.
The purpose of select plan type is to ensure that individuals and organizations are providing retirement benefits in compliance with the law.
Select plan type typically requires information about the type of pension plan, contributions, and participants.
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