IRA Disclosure Booklet
Date: 01/10
Includes Custodial Account Agreements and Disclosure Statements for Traditional, Roth, Rollover, SIMPLE and SEP IRAs.
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(552k)
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Retirement Plan Investment Choices
Date: 06/10
Lists all available funds for investment in Franklin Templeton retirement plans.
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(80k)
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SEP IRA Employee's Guide
Date: 07/09
Discusses the features and benefits of a Franklin Templeton SEP IRA and describes the steps to opening an account.
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(248k)
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SEP IRA Employee's Kit
Date: NA
Includes a brochure, forms and disclosure--everything an employee needs to open a Franklin Templeton SEP IRA.
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(232k)
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SIMPLE/SEP IRA Employee's Forms Booklet
Date: NA
Provides the forms and disclosure necessary to open a Franklin Templeton SIMPLE or SEP IRA.
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(372k)
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Small Business Plans Employer's Guide
Date: 01/10
Provides small business owners with an overview of the features and benefits of Franklin Templeton SIMPLE IRAs and SEP IRAs
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(644k)
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Small Business Plans Employer's Workbook and Forms
Date: NA
Provides employers with the forms and disclosure necessary to establish a Franklin Templeton SIMPLE IRAs or SEP IRAs. Includes a SIMPLE IRA Contribution Worksheet.
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(552k)
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Small Business Retirement Plans Employer's Kit
Date: NA
Includes everything a small business owner needs to establish Franklin Templeton SIMPLE IRAs or SEP IRAs. Includes an employer's brochure, workbook, forms and disclosure.
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