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CentsAbility Blog | Product: Defined Contribution

Product: Defined Contribution

Product: Defined Contribution

Contribution Addendum for MERS DC (and DC portion of Hybrid)

Accompanies the MERS 401(a) Defined Contribution (DC) and Hybrid Adoption Agreements to define contribution details.

Public Safety – Insurance Payment Form

MD-012 Public Safety Insurance Payment Form Link = https://assets.mersofmich.com/forms/MD-012_InsurancePayment.pdf

MERS Retirement Plan Investment Resources

Title – MERS Retirement Plan Investment Resources Audience – Employer Link – https://assets.mersofmich.com/forms/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

Adoption Agreement

Form #: MD-070

Leave a Comment on Adoption Agreement

Conversion Addendum

Form #: MD-072

Leave a Comment on Conversion Addendum

Working in Retirement Certification

Form #: F-29c

Withholding for Pension or Annuity Payments

Form #: F-31b

MERS Loan Addendum

Form #: MD-071

Leave a Comment on MERS Loan Addendum

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