Accessing 401k funds

    • [DOC File]REQUEST FOR PROPOSALS

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      Hold uninvested such cash funds as directed by the Plan to meet the anticipated cash requirements of the Plan from time to time and to deposit the same or any part thereof, either separately or together with other funds under the control of the custodian, in its own deposit department or to deposit the same in its name as custodian in such ...


    • [DOC File]REQUEST FOR PROPOSALS

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      Participants may use 401(k) funds to purchase permissive service credits in a qualified pension system. Distributions from the 401(a) Plan are expected to follow those of the 401(k) Plan, except with the absence of in-service loans and hardships.


    • [DOC File]SUMMARY PLAN DESCRIPTION - AMERISAFE

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      Please see Appendix A for a list of the investments currently available under the Plan. If you want additional information about any investment alternative, you may request any of the following information by contacting Fidelity by calling 1-800-835-5097 or by accessing NetBenefits® at www.401k.com:


    • [DOC File]CHECKLIST OF IMPORTANT LEGAL DOCUMENTS

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      AND FINANCIAL STATEMENTS. Review the list of important documents and check whether you have the document, whether you need to obtain the document or whether the document …


    • [DOCX File]EBPAQC 2020 Special Audit Consideration

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      Special rules for use of retirement funds.) allowing participants to borrow up to $100,000 from qualified plans—an increase from $50,000 previously allowed under Internal Revenue Code section 72(p)—for loans made from March 27, 2020 through September 22, 2020, and repayment can be delayed.


    • [DOCX File]PlanPremier Sample Transition Letter - American Funds

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      the ‘Accessing your Account’ single sheet. when sending this notice to participants. This . ... Although the target date funds are managed for investors on a projected retirement date time frame, the fund's allocation strategy does not guarantee that investors' retirement goals will be met. The target date is …


    • [DOC File]SUMMARY PLAN DESCRIPTION

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      You should consult with your tax advisor to determine the financial impact of your situation before you request a distribution. You may apply for a distribution by calling the Fidelity Retirement Benefits Line at 1-800-835-5097 and/or by accessing the NetBenefitsSM web site at www.401k.com. All telephone calls will be recorded.


    • [DOC File]SUMMARY PLAN DESCRIPTION - Mid-City Campus

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      Your Account may be invested in Fidelity Investments mutual funds. These investment options have been selected by the Employer, Plan Administrator or another named fiduciary of the Plan. ... already in your accounts to other available investment options at any time by calling Fidelity at 1-800-343-0860 or by accessing Fidelity NetBenefitssm at ...


    • [DOCX File]Give examples of who benefits and who loses from ...

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      The taxes are paid on the money when it is withdrawn during retirement. All of these retirement account options offer portfolios with mixed investment options. People can chose high risk, high return stock funds or low risk, low return bond funds. Finally, the U.S. government has a program called . MyRA . …


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