Sample Forms, Policies & Checklists

The Forms & Policies Section features over 500 sample HR forms, policies and checklists available for downloading, customizing and printing. The range of sample HR forms covers the most important and relevant aspects of managing human resources and the employer/employee relationship.

This sample checklist presents a number of issues for employees to consider in planning for retirement, including regular savings and investments, projected health care costs, and estate planning.

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Planning for Retirement Checklist

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