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Retirement Planning Forms

The aim of retirement planning is to save and acquire sufficient (liquid) assets to achieve retirement goals. Retirement planning is an ongoing process that should begin well in advance of the retirement years. Depending on individual factors, such as age, lifestyle, and medical issues, retirement planning may encompass various approaches and strategies.

The following sample forms are designed to assist employees in thinking about and planning for retirement:

Retirement Income Checklist

Retirement Income Checklist

Planning for Retirement

 

Retirement Planning Checklist

   

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Please Note: The sample forms and policies featured in this section may be used for general reference only. All sample forms and policies should be modified to meet your company’s individual needs and applicable laws. Federal and state laws do change and, as a result, the featured forms and policies may not comply with current requirements. We strongly recommend consulting an employment law attorney or HR specialist for assistance with customizing any forms, policies, or the sample employee handbook. Any links that have been provided as an additional source of forms or guidelines are also for general information purposes and cannot be guaranteed for accuracy or compliance with any particular law or requirement.