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Downloadable Forms

In order to download forms, you will need Adobe Acrobat Reader. If you do not have Adobe Acrobat Reader, you may obtain a free copy by clicking here.

The following forms are available for plan sponsors to download:

  • Plan Design Questionnaire (will be used when creating plan documents)
  • Census Data Form (a spreadsheet to be filled out with information about the employees of your company. It will help us in many aspects of plan design and the annual valuation.)
  • Financial Data Form (used to summarize the financial activity of your plan)

Once completed, these forms can be returned to us via mail or fax.

Affiliated Company Links

American Funds
Fidelity Investments
Great West Financial 
The Hartford
ING Direct
Inspira
John Hancock
MassMutual
Merrill Lynch
Prinicipal
Transamerica

Government Links

 
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Contact Us

555 Goffle Road, Suite 200
P. O. Box 5126
Ridgewood, NJ 07451-5126
Phone: 201.447.6010
Fax: 201.447.0913

info@planned-retirement.com



Our Affiliations

ASPPA Member

NIPA - National Institute of Pension Administrators










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