To establish a new Individual(k) account, with or without the optional Ascensus Recordkeeping services, please follow the attached instructions. Please also submit SSG New Account Application, Employee Data Worksheet and QRP Beneficiary Designation form signed by the client.
| File | Action |
|---|
| RET QRP Individual-k Employee Data WS-04-21_.pdf | Download |
| Ret QRP Individual-k Beneficiary Designation 08.pdf | Download |
| RET Asc INDIVIDUAL 401K PLANS_modified.pdf | Download |
