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so youve decided that youd like to hear a little bit more information about our benefit offerings so whats the next step how do you move forward well youll have to fill out a plan implementation questionnaire we use this document to collect enough information to create the necessary service agreements for your retirement plan the first section is the employer specifics this is the basic information about your company its important for you to be thorough here so we can draft the most accurate documents possible the next section is the retirement plan specifics youll need to let us know if this is a new plan for an existing plan take over if its a new plan well be starting from scratch if its a takeover will be taking over the administration duties for your already existing retirement plan the next section are the trusty specifics the discretionary trustee is the individual authorized to act on behalf of the plan without limitation the non-discretionary trustee is usually a bank
