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Investment Professionals Downloadable Forms
PDF files of forms are available for you to download. Just click on the links below.

RETIREMENT PLAN CONTRIBUTION DEMONSTRATIONS

2007 Defined Contribution Comparisons Defined Benefit Maximum Contribution by Retirement Age

BROKER PACKET MATERIAL

Proposal Request Package (Package includes items a-g)
a. Service Pricing Philosophies
b. Business Data/General Information Form
c. Business Data/Plan Information Form
d. Qualified Plan Takeover Checklist Form
e. Other Business or Affiliated Group Form
f. Personal Retirement Plan Objectives Questionaire
g. Employee Census Information Form
Broker Licensing & Contracting Verification Form

DISTRIBUTIONS
Group - Distribution Packet (Packet includes items a-d)
a. Application for Benefits Form
b. 30-Day Waiver Form
c. Participants Election for Direct Rollover Form
d. Special Tax Notice for Distributions Form
Spousal Beneficiary Application for Benefits Form
Non-Spousal Beneficiary Application for Benefits Form
In-Service Distribution Request Form
Loan Request Form
Loan Request Form for Nationwide® Plans
ANNUAL LIMITATIONS
2008 Annual Limits and Annual Cost of Living Adjustments
NOTICES
Gust Retirement Plan Document Restatement
Gust Special Notice
TPS MANAGEMENT INFORMATION
Employee Bio


If you would like more information on any of these products and services, contact customer service at 815-394-5500 Ext. 103 or simply click here to request more information. We look forward to serving you.


The Pension Specialists, Ltd.
3923 E. State Street (map)
Rockford, IL 61108
Phone: 815-394-5500
Toll Free: 800-963-5501
Fax: 815-399-9324
Email: info@pensioninsider.com