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MARYLAND STATE RETIREMENT AGENCY 120 EAST BALTIMORE STREET, ROOM 1601 BALTIMORE, MARYLAND 21202 REQUEST FOR PROPOSALS (RFP) FOR OPTIONAL RETIREMENT PROGRAM DEFINED CONTRIBUTION PLAN RECORDKEEPING

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How to fill out rfp for optional retirement

01

Start by reviewing the requirements and guidelines provided in the RFP (Request for Proposal) document.

02

Familiarize yourself with the specific retirement options provided by the organization, such as defined benefit plans, defined contribution plans, or other retirement savings programs.

03

Understand the eligibility criteria for participating in the optional retirement plan.

04

Gather all necessary personal and financial information needed for the application, such as date of birth, Social Security number, employment history, and any existing retirement accounts.

05

Carefully read and answer each section of the RFP, providing accurate and complete information.

06

Pay attention to any specific instructions or additional documents that need to be included with the application, such as proof of identity or beneficiary designations.

07

Consider seeking assistance from a financial advisor or retirement planning specialist to ensure you make informed decisions and fill out the RFP correctly.

08

Double-check your completed RFP form for any errors or missing information before submitting it.

09

Submit the filled-out RFP and any required supporting documents by the designated deadline, following the submission instructions provided in the RFP document.

Who needs rfp for optional retirement?

01

Anyone who is eligible for the optional retirement plan offered by an organization may need to fill out an RFP for optional retirement. This can include employees, retirees, or individuals planning for their future retirement. It is important to refer to the specific eligibility criteria and guidelines provided by the organization to determine who exactly needs to fill out the RFP.

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