QRPS
when you need more than a record keeper
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Robert Hurd
Peter Josselyn
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Advisor Toolbox
Welcome to the
QRPS Advisor Toolbox
. Here you may access advisor-related sample forms / templates as well as our online Proposal Request Form.
This page contains resource documents for QRPS advisor relationships. For support on items in this section, please contact
Pete Josselyn, Dir. of Advisor Services, at (919) 602-8664
.
Broker of Record Letter.doc
Plan Design Questionnaire.doc
IPS_Template.doc
SpousalWaiverof Beneficiary.doc
SIMPLE IRA Termination Notice - Template.doc
Employee Announcement - Sample .doc
Employee Census-Plan Design Study.xls
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