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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

Defined Contribution Comparisons 2013
Defined Benefit Maximum Contributions by Age for 2015

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
ANNUAL LIMITATIONS
2016 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.
10501 North 2nd Street (map)
Machesney Park, IL 61115
Phone: 815-394-5500
Toll Free: 800-963-5501
Fax: 815-399-9324
Email: info@pensioninsider.com