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Service After the Installation

This section reviewed the administrative duties and responsibilities associated with the ongoing operation of a qualified retirement plan.

  1. All the following services are available ONLY with full-service retirement plans, EXCEPT:

    1. Issue of Quarterly & Annual Participant Statements
      2.
    2. Discrimination Testing
      3.
    3. Prepare Participant Reports (e.g., Summary Plan Descriptions)
      4.
    4. Prepare DOL Form 5500
      5.

  2. The Department of Labor form used to report the general condition of the plan annually is the:

    1. Form PBGC-1
      2.
    2. Form 5300
      3.
    3. Form 5500
      4.
    4. Form SSA
      5.

    3. Please print this Action Assignment using the "Printer Friendly" button at the top of this page. Once it is complete, sign it and submit it to your General Agent for his or her signature. Give one signed copy to the General Agent and fax/send another copy to Field Development Operations at the corporate headquarters — (513) 794-4515.

    Unit XXI: Qualified Retirement Plans
    Section VII Action Assignment Satisfactorily Completed

    DATE: __________

    		 SIGN OFF
    General Agent/Trainer:
    Sales Associate:
    Firm (Print):


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    Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.

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