Retirement Savings Resources for Banks and Credit Unions
Have Questions? Call 800-346-3860, option 2, suboption 1
Account Establishment — Simplifiers
- #100 Traditional IRA Simplifier® (Self-Directed Custodial)
- #100 Traditional IRA Simplifier® (Self-Directed Custodial) (Imprinted)
- #100-IH Inherited Traditional IRA Simplifier® (Self-Directed Custodial)
- #100-IH Inherited Traditional IRA Simplifier® (Self-Directed Custodial) (Imprinted)
- #1097 SIMPLE IRA Simplifier® (Trust)
- #1097 SIMPLE IRA Simplifier® (Trust) (Imprinted)
- #1098 SIMPLE IRA Simplifier® (Custodial)
- #1098 SIMPLE IRA Simplifier® (Custodial) (Imprinted)
- #1100 SIMPLE IRA Simplifier® (Self-Directed Custodial)
- #1100 SIMPLE IRA Simplifier® (Self-Directed Custodial) (Imprinted)
- #6097 Roth IRA Simplifier® (Trust)
- #6097 Roth IRA Simplifier® (Trust) (Imprinted)
- #6097-IH Inherited Roth IRA Simplifier® (Trust)
- #6097-IH Inherited Roth IRA Simplifier® (Trust) (Imprinted)
- #6098 Roth IRA Simplifier® (Custodial)
- #6098 Roth IRA Simplifier® (Custodial) (Imprinted)
- #6098-IH Inherited Roth IRA Simplifier® (Custodial)
- #6098-IH Inherited Roth IRA Simplifier® (Custodial) (Imprinted)
- #6100 Roth IRA Simplifier® (Self-Directed Custodial)
- #6100 Roth IRA Simplifier® (Self-Directed Custodial) (Imprinted)
- #6100-IH Inherited Roth IRA Simplifier® (Self-Directed Custodial)
- #6100-IH Inherited Roth IRA Simplifier® (Self-Directed Custodial) (Imprinted)
- #97 Traditional IRA Simplifier® (Trust)
- #97 Traditional IRA Simplifier® (Trust) (Imprinted)
- #97-IH Inherited Traditional IRA Simplifier® (Trust)
- #97-IH Inherited Traditional IRA Simplifier® (Trust) (Imprinted)
- #98 Traditional IRA Simplifier® (Custodial)
- #98 Traditional IRA Simplifier® (Custodial) (Imprinted)
- #98-IH Inherited Traditional IRA Simplifier® (Custodial)
- #98-IH Inherited Traditional IRA Simplifier® (Custodial) (Imprinted)
Account Maintenance
- #106 Special Contributions T R E
- #106 Special Contributions T R E (Imprinted)
- #107 Traditional IRA Contribution and Investment Selection T S P
- #107 Traditional IRA Contribution and Investment Selection T S P (Imprinted)
- #109 Traditional IRA Contribution Eligibility T
- #109 Traditional IRA Contribution Eligibility T (Imprinted)
- #121 IRA Beneficiary Reminder Notice T R S
- #121 IRA Beneficiary Reminder Notice T R S (Imprinted)
- #123 IRA Excess Worksheet T
- #123 IRA Excess Worksheet T (Imprinted)
- #2310 IRA HSA Investment Change T R S H
- #2310 IRA HSA Investment Change T R S H (Imprinted)
- #301 IRA Designation of Beneficiary* T R S
- #301 IRA Designation of Beneficiary* T R S (Imprinted)
- #301-SU IRA Beneficiary Designation Addendum T R
- #301-SU IRA Beneficiary Designation Addendum T R (Imprinted)
- #302 Traditional and SIMPLE IRA Transfer Request T S
- #302 Traditional and SIMPLE IRA Transfer Request T S (Imprinted)
- #305 IRA Recharacterization Election T R S
- #305 IRA Recharacterization Election T R S (Imprinted)
- #307 Inherited IRA Designation of Beneficiary T R S
- #307 Inherited IRA Designation of Beneficiary T R S (Imprinted)
- #311 IRA Information Change T R S
- #311 IRA Information Change T R S (Imprinted)
- #314 IRA Withdrawal Authorization T S
- #314 IRA Withdrawal Authorization T S (Imprinted)
- #317 IRA Withholding Notice and Election T R S
- #317 IRA Withholding Notice and Election T R S (Imprinted)
- #319 Substantially Equal Periodic Payment Election T S
- #319 Substantially Equal Periodic Payment Election T S (Imprinted)
- #321 Beneficiary Required Election T R S
- #321 Beneficiary Required Election T R S (Imprinted)
- #322 Required Minimum Distribution Scheduled Payment Election T S
- #322 Required Minimum Distribution Scheduled Payment Election T S (Imprinted)
- #323 Notice of Distribution T S
- #323 Notice of Distribution T S (Imprinted)
- #487 Direct Rollover Request T R
- #487 Direct Rollover Request T R (Imprinted)
- #6107 Roth IRA Contribution and Investment Selection
- #6107 Roth IRA Contribution and Investment Selection (Imprinted)
- #6109 Roth IRA Contribution Eligibility R
- #6109 Roth IRA Contribution Eligibility R (Imprinted)
- #6123 Roth IRA Excess Worksheet T R
- #6123 Roth IRA Excess Worksheet T R (Imprinted)
- #6302 Roth IRA Transfer Request R
- #6302 Roth IRA Transfer Request R (Imprinted)
- #6305 Roth IRA Direct Conversion Request R
- #6305 Roth IRA Direct Conversion Request R (Imprinted)
- #6314 Roth IRA Withdrawal Authorization R
- #6314 Roth IRA Withdrawal Authorization R (Imprinted)
Plan Establishment
- #400 Standard SEP Plan Prototype Kit
- #410 Universal SEP Plan Prototype Kit
- #411 Universal SEP Plan Employee Information Booklet
- #416 5305-SEP Plan Kit
- #421 Standard SEP Plan Employee Information Booklet
- #516 5305-SIMPLE IRA Plan Kit (For use with a DFI)
- #517 5304-SIMPLE IRA Plan Kit (Not subject to DFI rules)
- #600 SIMPLE IRA Plan Employer Establishment Kit
Plan Maintenance
- #221 Qualified Retirement Plan and 403(b) Loan Kit
- #222 Qualified Plan Transfer Request
- #223 QRP Withholding Reminder Notice
- #272 401(k) Enrollment/Investment Selection Form
- #481 QRP Designation of Beneficiary
- #482 QRP Distribution Notice
- #486 QRP Application for Distribution
- #487 Direct Rollover Request T R
Marketing Materials
- #26237 Roth IRAs: Prepare for your future with a Roth IRA. (Imprinted). Now updated for the SECURE Act
- #26237 Roth IRAs: Prepare for your future with a Roth IRA. Now updated for the SECURE Act
- #26239 Traditional IRAs: Save for your retirement with a Traditional IRA (Imprinted). Now updated for the SECURE Act
- #26239 Traditional IRAs: Save for your retirement with a Traditional IRA. Now updated for the SECURE Act
- #26240 Traditional IRA and Roth IRAs: An IRA can help you save more for retirement (Imprinted). Now updated for the SECURE Act
- #26240 Traditional IRA and Roth IRAs: An IRA can help you save more for retirement. Now updated for the SECURE Act
- #612 Inherited IRAs: Understand your beneficiary distribution options (Imprinted). Now updated for the SECURE Act
- #612 Inherited IRAs: Understand your beneficiary distribution options. Now updated for the SECURE Act
- #628 Retirement Plans: Find the right retirement plan for your business (Imprinted). Now updated for the SECURE Act
- #628 Retirement Plans: Find the right retirement plan for your business. Now updated for the SECURE Act
- #656 Transfers, Rollovers, and Conversions: Move your retirement savings without losing tax benefits.
- #656 Transfers, Rollovers, and Conversions: Move your retirement savings without losing tax benefits. (Imprinted)
- #657 IRA and Retirement Plan Distributions: Is it time to cash in on your retirement savings? (Imprinted). Now updated for the SECURE Act
- #657 IRA and Retirement Plan Distributions: Is it time to cash in on your retirement savings? Now updated for the SECURE Act
- #659 SEP, SIMPLE IRA, and Individual(k) Plans: There’s a plan for your business (Imprinted). Now updated for the SECURE Act
- #659 SEP, SIMPLE IRA, and Individual(k) Plans: There’s a plan for your business. Now updated for the SECURE Act
- #661 Desktop Guide to Owner-Only 401(k) Plans -4th Edition (10/2017)
- #886 IRA Fact Book: 30th Edition (06/2020)
- #886 IRA Fact Book: 31st Edition (12/2020) (available for shipping in December)
- #889 – Forms Handbook – 10/2018 Version
- #909 IRA Compliance – 29th Edition (7/2020)
- #926 IRA Reference Service
- #936 Qualified Plan Reference Service
Training Products
- #9915 IRA Training Organizer (First-time purchasers) – 12th Edition
- #9915 IRA Training Organizer (Past purchasers) – 12th Edition
- #9915-GB IRA Training Organizer Student Guide – 12th Edition
- SUPPORT YOUR KNOWLEDGE – Desktop Guide Value Set $39 ($48 value)
- SUPPORT YOUR KNOWLEDGE – IRA Value Set $239 ($386 value) – B