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REQUEST FOR PROPOSALSFORALTERNATIVE RETIREMENT PLAN SERVICES RFP # 20100901 (LEG)STATE OF NEW MEXICO EDUCATIONAL RETIREMENT BOARD September 22, 2010TABLE OF CONTENTS Page No. I. INTRODUCTION×1 A.×PURPOSE
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How to fill out alternative retirement plan services

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Gather all the necessary documents and information, such as your personal identification details, employment details, and financial information.
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Template ALTERNATIVE RETIREMENT PLAN SERVICES instructions

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Alternative retirement plan services refer to non-traditional retirement savings options, such as individual retirement accounts (IRAs) or annuities.
Individuals who have alternative retirement accounts or plans are required to file alternative retirement plan services.
Alternative retirement plan services are typically filled out using forms provided by the financial institution or investment company that manages the retirement account.
The purpose of alternative retirement plan services is to report the contributions, earnings, and distributions from non-traditional retirement savings options.
Information such as account balances, contributions, withdrawals, and any taxes paid on earnings must be reported on alternative retirement plan services.
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