American fidelity 401k

    • [DOC File]September 2009 Agenda Item 26 - Meeting Agendas (CA State ...

      https://info.5y1.org/american-fidelity-401k_1_ab93ca.html

      Certificated staff eligible to enroll in a 401K retirement plan after one year of employment ... Number of Students Percent of Students Racial/Ethnic Category Number of Students Percent of Students 12 12 African-American 238 7.20% 0 0% American Indian or Alaska Native 18 0.50% 6 5% Asian 82 2.50% 4 4% Filipino 31 0.90% 59 56% Hispanic or Latino ...


    • [DOC File]Home - The Kenton County School District

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      AMERICAN FIDELITY Jeannine Rohrkasse. Account Manager. 859-992-9846. jeannine.rohrkasse@americanfidelity.com . AMERIPRISE Scott Brooks/Matt Pullos. Sr. Financial Advisor/Assoc. Financial Advisor 859-838-4400. scott.a.brooks@ampf.com matthew.k.pullos@ampf.com. AXA Equitable Rob Von Gerds/Matt Gates. Retirement Benefits Specialist. 513-400-4032


    • [DOC File]I)

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      American is founded on equality. ... Investments in 401K- can be either( non probate if there is a payment on death(POD) beneficiary. ... to honor mistake in the inducement claims because a T will always be misinformed about something- e.g. her husband’s fidelity, the value of the property, the amount of estate tax her estate will have to pay


    • [DOC File]401(k) Fee Litigation

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      3. Based on allegations that Fidelity is a fiduciary, these complaints alleged that the plan sponsor fiduciaries and Fidelity did not disclose actual plan expenses to participants, including revenue sharing, allowed plan participants to pay excessive fees, and that all revenue sharing is “plan assets,” which should be restored to participants.


    • [DOC File]Exhibit 5-3: Acceptable Forms of Verification

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      For a fee, additional information can be obtained from The Work Number 800-996-7556; First American Registry 800-999-0350; and Verifax 800-969-5100. Fees are valid project expenses. Information does not replace third-party verification. Family composition. None required. None required. Birth certificates. Divorce actions. Drivers’ licenses ...


    • [DOC File]AMFI - Pitt County Schools

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      daniel stieh (908) 463-4114 fig fidelity & guaranty walt thompson 1-800-597-8752 ga-457 great american 457 plan shane robinson (252) 375-7444 geam general american life ins. co. 1-800-237-8872 gram great american life ins. co. shane robinson (252) 375-7444 hora horace mann life ins. co. 1-800-999-1030 ids american express fin. adv. (ameriprise ...


    • [DOC File]Object of Expenditure Code (OEC) Listing and Definitions

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      Payments to a third party administrator (TPA) of an IRS section 125 plan (e.g., Employees Benefit Council payments to American Fidelity; other plans payments to approved/selected TPA, etc.). 531500 MOVING EXPENSES -- GENERAL



    • [DOC File]TOTAL COMPENSATION STATEMENT - JustAnswer

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      GAP Plan: For employees enrolled in the Blue Options 5462 or 5465 plans, the firm offers GAP coverage through American Fidelity Assurance Company, which is a medical reimbursement plan that supplements out-of-pocket medical expenses for specific benefits such as: $1,500 of hospital benefits, $500 of outpatient benefits, and $250 of physician ...


    • Computer Task Group, Incorporated

      A Roth 401k feature is also available under the plan. Participants who have reached age 50 before the end of the Plan year are eligible to make catch-up contributions, also as allowed by the IRC. The Company may contribute on a discretionary basis to employee accounts.


    • [DOC File]Microsoft Word - 2019.04.01 Participant Investment Change ...

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      Fidelity Mid Cap Index Fund Mid Cap U.S. Stock www.institutional.fidelity.com-4.51% 6.62% 13.28% 9.90% Russell 2000 Value TR USD-13.04% 6.77% 13.86% 9.99%. Nuveen Small Cap Value Fund. A. Small Cap U.S. Stock www.nuveen.com-S&P North American Natural Resources-13.64% -1.73% 3.93% -1.15%


    • [DOC File]Sample Participant Notice - American Funds

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      American Funds investment professionals manage each target date fund’s portfolio, moving it from a more growth-oriented strategy to a more income-oriented focus as the fund gets closer to its target date. American Funds investment professionals continue to manage the portfolio for approximately 30 years after it reaches its target date.


    • [DOC File]Sample Termination Letters - American Funds

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      [To be sent on company letterhead — all brackets and bold/italic should be completed/ removed when the plan sponsor updates file.] Please note: The wire instructions must include your plan ID number.


    • [DOC File]GCCCD

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      The GCCCD Auxiliary is pleased to offer our benefit-eligible employees voluntary deferred compensation 401(K) and 401K Roth plans directly through Paychex, our payroll service provider. This is the only option available for Auxiliary employees to establish a new deferred comp plan.


    • [DOCX File]Investment Policy Statement

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      Investment Objectives:. Considering the varied attitudes, goals, expectations, investment time horizons, and risk tolerance levels of the Plan’s participants, the Plan will offer a broad array of investment options across the capitalization and style spectrum that allow participants to build portfolios consistent with their needs and objectives.


    • [DOC File]SUMMARY PLAN DESCRIPTION - AMERISAFE

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      If you have met the Plan’s eligibility and entry date requirements, you may apply for a loan by calling the Fidelity Retirement Benefits Line, 1-800-835-5097 or by accessing the NetBenefits® web site at www.401k.com.


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