Annual Retirement Plan Questionnaire

https://yoursummit.com/wp-content/uploads/2023/10/Plan_Sponsor_Guide-Annual_Retirement_Plan_Questionnaire.pdf

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. 

©401(k) Marketing, LLC.  All rights reserved. Proprietary and confidential.  Do not copy or distribute outside original intent. 

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