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B EQ U E S T S & R E TI R E M E N T PL A N S Plan today to make a future impact. James B. Duke had the foresight and ambition to leave an estate gift that transformed Trinity College into Duke University

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What is considered a retirement plan?

A retirement plan is a financial arrangement designed to provide income during retirement. It may include options like employer-sponsored plans (e.g., 401(k)), individual retirement accounts (IRAs), or pension plans.

Who is required to file a retirement plan?

Employers who sponsor retirement plans and those who contribute to certain types of retirement accounts may be required to file specific forms with the IRS or provide disclosures to plan participants.

How to fill out a retirement plan?

To fill out a retirement plan, you typically need to complete necessary forms provided by the retirement plan provider or the IRS, specifying contributions, beneficiaries, and other relevant details. It's advisable to consult with a financial advisor for proper completion.

What is the purpose of a retirement plan?

The purpose of a retirement plan is to ensure that individuals have enough savings to maintain their desired standard of living after they stop working, providing financial security in later years.

What information must be reported on a retirement plan?

Information that must be reported on a retirement plan includes contributions made, account balances, participant details, and investment performance, as well as compliance with regulatory requirements.

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