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Case: 1:16cv05198 Document #: 1461 Filed: 08/30/19-Page 1 of 129 Paged #:2536Exhibit 1Case: 1:16cv05198 Document #: 1461 Filed: 08/30/19-Page 2 of 129 Paged #:2536 EXECUTION VERSION UNITED STATES
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Pension trust funds are established to provide retirement benefits for employees. They are funded by contributions from employers and employees, and are managed by trustees to ensure the funds are invested wisely and can grow over time.
Employers who offer pension plans to their employees are required to file pension trust fund forms with the appropriate regulatory agencies. These forms provide information about the financial health of the pension plan and ensure that it is being managed properly.
To fill out a pension trust fund form, employers will need to provide information about the plan's assets, liabilities, contributions, and distributions. They may also need to include information about the plan's investment strategy and any changes that have occurred since the last filing.
The purpose of a pension trust fund is to ensure that employees have a source of income in retirement. By setting aside funds during their working years, employees can build a nest egg that will provide financial security once they stop working.
Pension trust fund forms typically require information about the plan's funding status, investment performance, fees, and expenses. Employers may also need to provide details about any changes to the plan's structure or management.
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