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Investment Performance Review
Period Ending September 30, 2017City of Marietta
Supplemental Pension Plan3rd Quarter 2017 Market Environment Page 1The Market Environment
Major Market Index Performance
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How to fill out supplemental pension plan
How to fill out supplemental pension plan
01
Obtain the necessary forms from your employer or the pension plan provider.
02
Fill out personal information such as your name, address, and social security number.
03
Provide information about your current pension plan, if applicable.
04
Decide on the contribution amount you wish to make to the supplemental pension plan.
05
Choose the investment options for your contributions.
06
Review the terms and conditions of the plan, including any fees or penalties.
07
Sign and date the application form.
08
Submit the completed form to your employer or the pension plan provider.
Who needs supplemental pension plan?
01
Supplemental pension plans are beneficial for individuals who want to boost their retirement savings beyond what is provided by their primary pension plan.
02
It can be useful for people who have a lower-than-desired retirement income from their primary plan.
03
Individuals who have uncertainties about the future of their primary pension plan may also benefit from having a supplemental plan.
04
It is also suitable for those who want to have more control over their investment options and want to contribute more towards their retirement savings.
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What is supplemental pension plan?
Supplemental pension plan is a retirement savings plan that provides additional benefits on top of a primary pension plan.
Who is required to file supplemental pension plan?
Employers who offer supplemental pension plans to their employees are required to file the plan.
How to fill out supplemental pension plan?
Supplemental pension plans can usually be filled out online through a designated portal provided by the pension plan administrator.
What is the purpose of supplemental pension plan?
The purpose of supplemental pension plan is to provide additional retirement benefits to employees beyond what is provided by their primary pension plan.
What information must be reported on supplemental pension plan?
The supplemental pension plan must include details of contributions, investments, and benefits payable to participants.
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