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Employee PCRA Request

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Milena Overstreet Headshot

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Sean Jones Headshot

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Sydney Davis Headshot

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Kim Solomon Headshot

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Jane Clayton Headshot

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Andrew Angerbauer Headshot

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Zach Geertsen Headshot

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Mallhory Jones Headshot

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Tia Hinderliter

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Robby Howe

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Kyle Cuvelier Headshot

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Cristian Haymes Headshot

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Nate Christensen

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Ben Coburn Headshot

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Tony Inkley Headshot

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Todd Storrs Headshot

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DJ Nelson Headshot

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Katie Brinkerhoff Headshot

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PCRA Training

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New Business/Case Addendum

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Capita Sleeve Deletion Form

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2025 Powerpoint Template (PPTX)

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2025 Powerpoint Template (POTX)

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PowerPoint Editing Notes

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Sheets Version: Taxable-Social-Security-Sheet 2025 YouTube-Version

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Model Exclusion - Allocations Addendum

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2025 SS and Tax Strategies Presentation

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Federal Labor Laws

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Utah Labor Law

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Colorado Labor Law

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Other Operations Processes

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Compliance Manual

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Youtube SS Break-Even Calculator

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Capita Website Blue Background QR Code

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Fake Paycheck - The Financial Call

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Operations Cheat Sheet

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Orion View Only Access for Third Party

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Employee Performance Evaluation

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DAF Signing Authority

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DAF Letter Of Exemption

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DAF Articles

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DAF Chase Bank Signature Cards

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DAF Voided Check 8759

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DAF Voided Check 8726

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Sponsorship Compliance Approval Form

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Internal Training Slides Template (INTERNAL USE ONLY)

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ARUP PCRA Application

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Fidelity Signing Experience

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Schwab Signing Experience

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URS Rollover Form

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IT Requests/Issues

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IT Requests/Issues

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Accommodation Request Form

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Non Disclosure Agreement

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Vendor Due Diligence Form

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Fidelity URS LOI

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Fidelity Add/Remove LPOA

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DIK Member Instructions - LDS Church

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Calculators Box Folder

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Retirement Savings Rule of Thumb

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Allianz 222 Replacement Decision

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Allianz PIV Analysis

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Stock Ranking & Analysis

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Opt-in/Opt-Out/Self-employed PIA Calculator

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Savings Need Estimator

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Caregiver Retirement Contributions Planner

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Pension LS vs Monthly Req Rate

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Taxable-Social-Security-Sheet 2025 Youtube-Version

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Non-Managed Portfolio Builder

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Basic Tax Strategy

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Cash Flow Pro

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Cost Estimator & Allocation Matrix

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Fee Change Request

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Example of a Press Release

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Townsquare - Custom Index Strategy Reference Sheet

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7 Prosperity Projects Worksheet

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Preparing to Exit Your Business Presentation

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Capita Website Black QR Code

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Hiring Request Form

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Job Opening Request

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HNW Brand Guide

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HNW Powerpoint Slide Template Ideas

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Investment Ops Processes

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Bene IRA RMD Rules as of 8-2024

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Reimbursement Request

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Education Reimbursement Form

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Brand Guide

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Allianz Autho to Transfer Funds Tip Form

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TSP-70 Rollover Download

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ICMA Transfer Form Download

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DMBA - Separation from Employment Withdrawal Request Download

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URS Rollover Form Download

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Exhibit A, C, & U - With Dropdown Lists Download

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Reimbursement Request

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Reimbursement Request

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TownSquare - Bond Ladder Addendum

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TownSquare - Custom Index Strategy Addendum

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TownSquare - Structured Income Note Addendum

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Other Service Requests

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