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Benefit Solutions CONFIDENTIAL INFORMATION FORM

Benefit Solutions CONFIDENTIAL INFORMATION FORM 2025

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The document is a confidential information form from Benefit Solutions, designed for employers to provide necessary details when starting a retirement plan. It includes sections for company information, existing and prior plans, plan objectives, census data, and questions regarding controlled or affiliated service groups. The form aims to gather comprehensive information to facilitate the proposal and design of retirement plans tailored to the employer's needs.

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