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Department of Retirement Systems Plan Choice Booklet have 90 days to choose between two retirement plans Plan 2 or Plan 3? Use this booklet and online tools to evaluate the best fit for you Carefully
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How to fill out between two retirement plans

01
Evaluate your current retirement plans to determine if you need to fill the gap between them.
02
Determine the contribution limits and eligibility requirements of each plan.
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If your employer offers a matching contribution for one plan but not the other, consider prioritizing that plan.
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Calculate the amount you need to contribute to each plan to meet your retirement savings goals.
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Allocate your contributions based on your financial situation and the advantages of each plan, such as tax benefits or investment options.
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Consult with a financial advisor or retirement planning professional if you need assistance in determining the best strategy for filling out between two retirement plans.

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Between two retirement plans, you may consider options such as rolling over funds from one plan to another, or consolidating retirement accounts.
Individuals who are looking to transfer funds between two retirement plans may be required to file certain forms or paperwork with their financial institution or plan administrators.
To fill out the paperwork between two retirement plans, individuals should follow the instructions provided by their financial institution or plan administrator. This may include providing account information, specifying the amount to be transferred, and signing any necessary forms.
The purpose of transferring funds between two retirement plans is typically to consolidate accounts, access different investment options, or take advantage of better fee structures or features offered by a different plan.
When transferring funds between two retirement plans, individuals may need to report details such as account numbers, amount to be transferred, reason for transfer, and any tax implications.
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