Disclaimer: Past trends of return percentages provided under instrument types are not guarantees of future performance. Returns are subject to change and influenced by market conditions and other factors. It is highly recommended to consult with a financial advisor before choosing a retirement account type. A financial advisor can offer personalized guidance based on individual financial goals, risk tolerance, and prevailing market conditions.
I understand that Oaisis Retirement Trust will not consider my group approved until the funds have been received for our first month’s contribution payment. If such funds are not received or cannot be processed, my group will NOT be considered approved and will be terminated as of the original requested effective date. If such a termination is made, any expenses that may have been incurred due to utilization by our employees of trust and retirement services offered by any Oasis Retirement Trust plan will not be the responsibility of Oasis Retirement Trust. I understand that no alterations can be made to this section and that it must be signed exactly as stated. I understand that once Oasis Retirement Trust coverage is approved, group policy changes cannot be implemented until the next billing cycle. These changes shall include, but not be limited to COBRA provisions, minimum hours worked per week and contribution amounts. I understand Oasis Retirement Trust is the brand name for the ERISA-based benefits provided by the participating labor organizations pursuant to the executed bona fide Collective Bargaining Agreement.
IDs required: Government-issued ID (e.g., passport, driver's license, national ID) and proof of address (e.g., utility bill). Check the platform's terms for specifics.
Note:Our administrative office must report the value of cash or assets withdrawn from Oasis. This value is reported to you and the IRS-on-IRS Form 1099-R. Form 1099-R will be issued to Oasis members by January 31st of the year following the year an asset is removed from the program.
By signing this electronic signature, I acknowledge that I consent to authorize and affirm by this electronic signature as equivalent to signing by hand. My electronic signature is a legally binding representation of my consent and agreement to the terms set forth.
The employee health and welfare plans may include: