CentsAbility Blog | Product: Defined Contribution

Product: Defined Contribution

MERS Retirement Plan Investment Resources

Title – MERS Retirement Plan Investment Resources Audience – Employer Link – https://resources.mersofmich.com/SharepointFormsService/Default.aspx?Publication=InvestmentsOverview.pdf

Direct Rollover Between MERS Plans

Participant Form: To roll fund directly from one MERS account to another MERS account.

Defined Contribution Plan Overview

Admin Order Adopting MERS Defined Contribution Plan

Form #: MD-069b

Working in Retirement Certification

Form #: F-29c

Disclaimer: The information contained in this Web site is being made available as a public service. The information is not intended to constitute legal, tax, accounting or investment advice, or to replace official versions of that information. Benefit Estimates or Service Credit Purchase estimates requested through this Web site are not official descriptions of any benefits, and do not represent a promise by MERS to provide any benefit(s) to any person(s). No one can detrimentally rely upon the information provided in, or requested through this Web site. MERS reserves the right to correct any errors, and presents this information without warranties, express or implied, regarding the information's accuracy, timeliness or completeness. If you believe the information is inaccurate, out-of-date, or incomplete, or if you have problems accessing or reading the information, please call MERS at 800.767.6377.

Product: Defined Contribution

Product: Defined Contribution

MERS Retirement Plan Investment Resources

Direct Rollover Between MERS Plans

Defined Contribution Plan Overview

MERS Loan Addendum

Admin Order Adopting MERS Defined Contribution Plan

Projection Study

Adoption Resolution

Adoption Agreement

Conversion Addendum

Working in Retirement Certification