Get Plan Design Kit Plandirect Explanation Of Contents: Please Find Items That Need To Be Completed In

This guide provides comprehensive instructions for completing the Plan Design Kit PlanDirect. By following these steps, users can efficiently set up their retirement program with Dyatech, ensuring that all necessary information is accurately provided.

Follow the steps to complete your Plan Design Kit online.

1. Click the ‘Get Form’ button to obtain the Plan Design Kit, and open it for editing.
2. Section 1 requires you to enter the advisor information, including the broker dealer name and contact details. Ensure that all fields are accurately completed for effective communication with Dyatech.
3. In Section 2, provide your company information that will be utilized in Dyatech's client database. Include details like the company name, contact person, and fiscal year end.
4. Section 3 pertains to employer information. Fill in details about the plan name, trustee, eligibility criteria, and whether an existing retirement plan is maintained.
5. In Section 4, outline any employer contributions that will be made to the plan. Specify if there are matching contributions and their details.
6. Section 5 addresses distribution methods while employed. Indicate whether loans or hardship distributions are allowed and under what conditions.
7. Section 6 asks for existing retirement plan information if applicable. This is essential for initiating a transfer process if there is an existing plan.
8. For Section 7, complete your employer banking information. This data is crucial for setting up automated contributions.
9. Complete Section 8 by selecting investment options for your retirement plan. Ensure you thoroughly review and choose appropriate fund options.
10. In Section 9, agree to the recordkeeping and service agreement by reviewing each responsibility and fee associated.
11. Finally, Section 10 is for signatures. Ensure that an authorized person signs and dates this section to validate the document.
12. After completing the Plan Design Kit, save your changes, and you may choose to download, print, or share the form as needed.

Complete your documents online to set up your retirement program with Dyatech smoothly.