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Pension Fund & 401K

The California Public Employees’ Retirement System for state schools and Public Agency Workers suffered investment losses of $30 Billion Dollars in 2022

Definition: A pension is a program, a fund, or a scheme that provides retirement income to workers. Here are some key points:

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  • Pension funds typically have large amounts of money to invest and are major investors in listed and private companies.

  • Pension payout amounts are dependent on the percentage of the average salary of an employee for the last few years of their employment.

  • Pension funds may be limited to one or several employers or may have no restrictions on membership.

  • These funds pool together the money of all plan participants and are used for defined benefit plans.

  • The earnings on the investments help fund workers' lives upon retirement.

ACCOUNT

INFORMATION

Gender
Male
Female
Prefer not to say

General Information

Marital Status
State
U.S. Citizenship
Yes
No
Do you have an Active Driver’s License?
Yes
No

Financial Information

Are you presently employed with the Pension/401K Company?
Yes
No
Are some investments irreplaceable?
Yes
No
Do you need to withdraw money before retirement?
Yes
No
Do you have any after-tax contributions?
Yes
No
Can you now make IRA or Roth IRA contributions?
Yes
No
Do not know
Do you have a copy of your recent quarterly Pension/401K report?
Yes
No

Insurance Information

Which Type of Financial Product do you want?
Pension Retirement Conversion
401K, 403B, 457 Rollovers
IRA and Roth IRA Applications

List Rollover

Amounts

Are you looking to purchase within 15-30 days?
Yes
No
Would you like to schedule a Zoom/in person meeting?
Day
Month
Year
Time
:

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