9+ Retirement Agreement Templates in Google Docs | Word | Pages | PDF

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Every employee at a company or an organization may plan for retirement and leave someday. Being an employer, the most you can do for your hardworking employee is to provide them an employee retirement agreement. This agreement will generally help you in establishing the rights and responsibilities of you as the employer as well as the employee.

27+ FREE AGREEEMENT Templates - Download Now Microsoft Word (DOC), Google Docs, Apple (MAC) Pages

5 Steps To Make a Retirement Agreement

Step 1: Provide Employee Information

The first thing to add to a retirement agreement is to provide employee information. This will generally contain the basic personal details of the employee who is applying for retirement.

Step 2: Member Election

This section will contain the election of the employee who will be selected by the employer after following certain procedures that are established by the employer.

Step 3: Give Instructions

A retirement agreement consists of a section that lays down several instructions that have to be followed by the employee and the employer as well. These instructions will include some rules and regulations that have to be attended to while filling up the agreement or writing the agreement.

Step 4: Financial Details

The next important section of the agreement consists of the financial details regarding the funds and information regarding the salary and the other savings account.

Step 5: Signature

The last section consists of the signature section which will include the signatures of both the parties. This will legalize the agreement and will work as proof that both parties agree to the mentioned terms and conditions.

9+ Retirement Agreement Templates in Google Docs | Word | Pages | PDF

1. Restaurant Employee Retirement Agreement Template

restaurant employee retirement agreement template
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Size: A4 & US

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A time will come when an employee at your restaurant may leave no matter how much you want them to stay. However, you can offer them a retirement plan agreement that will help them in coping up with their new milestones or in the long run. You can polish your employee retirement agreement with this standard and well-written template just by clicking that download button. It is already preformatted including all the useful suggestive content that you are free to modify and match your business needs and it can be downloaded in any format like Google Docs or Word or Pages. Download now!

2. Retirement Plan Agreement Template

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Size: 72.7 KB

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This retirement plan agreement is made and entered by an organization named American Century Services, a Delaware Limited Liability Company along with the Employer that is appointed on the completion of the Retirement Plan Services Application. In consideration of the mentioned covenants and the mutual representation and agreements in this document, the parties will have to agree to certain clauses provided in this agreement. The agent who performs these administrative and ministerial functions that are described in the agreement is appointed by the employer.

3. Sample Staff Retirement Agreement

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  • DOC

Size: 11.7 KB

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A proper agreement is required to clarify the specific and expectations of the arrangement for the parties involved after a proposal for retirement is approved. This is a sample staff retirement agreement in Word format that lays out the specifics and expectations of a voluntary staff retirement arrangement followed by the exact dates.

4. Phased Retirement Agreement Template

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Size: 52.2 KB

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In case an employer seeks to have a phased retirement then the employee must sign a phased retirement agreement similar to the one provided here. This agreement will be required for each period of phased retirement. This phased retirement agreement includes a variety of employment arrangements that allows an employee who wishes to take retirement to continue working with a reduced workload. This agreement will establish the terms and time limitations for the employee’s period of phased employment.

5. Standard Retirement Agreement Letter

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  • DOC

Size: 7.4 KB

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In case an employee is planning to have a phased retirement, then a standard retirement agreement letter can also be sent to the employer. You can take the help of this template that lays out a well-written standard phased retirement agreement letter. It is used to confirm that the employer agrees with the plan for the employee’s phased retirement followed by the terms that have to be followed by both the employer and the employee.

6. Phased Retirement Request Agreement Sample

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  • PDF

Size: 47.5 KB

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To determine and allow present or future benefits and to identify the records that are associated with an employee’s election and to maintain a uniquely identifiable claim file, you will need a phased retirement request agreement. The given document will provide some guidance regarding the layout of this form. It provides several instructions that have to be followed by the parties involved. It also contains the employee’s information as well as the decision taken by the agency.

7. Employee Retirement Contribution Agreement Template

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Size: 98.0 KB

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A proper employee retirement agreement form will include several provisions like the date of the retirement, certain benefits including medical benefits and the release of claims. You can take the help of the given agreement that covers certain sections that are included in the document that covers the allocation of future funds and reallocation of current balances, etc.

8. Retirement Salary Plan Agreement in PDF

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  • PDF

Size: 458.4 KB

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One of the valuable benefits that impact the present and future lives of employees is retirement plans. It may sometimes be complicated to offer retirement benefits and the best approach is to understand the pros and cons of offering a retirement plan. This agreement in PDF format will help you get some idea about the retirement plan along with the execution process so don’t wait and download it now!

9. Phased Retirement Agreement Application Form

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Size: 258.9 KB

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If you are in a hurry to draft a phased retirement agreement application form then you are at the right place. This template will help you in making a standard agreement form including all the information. It is divided into sections to make it easy for you to understand all the provisions in a detailed manner. Download it in any of your devices without any hassle.

10. Retirement Consulting Agreement Template

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Size: 225.3 KB

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Are you about to take retirement from your company? If yes then taking some guidance from a consultant can be a wise choice to make before you take any further step. This document lays out a retirement plan consulting agreement that covers almost every aspect of a retirement plan. The agreement starts by describing the plan and the parties who are involved, an overview of the plan, disclosure requirements, investment options, and the consultant’s annual fees, etc. Download it today to get some consulting before you opt for a retirement plan.

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