American fidelity 403b
[DOC File]403(b) Plan
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403(b) and 457(b) Retirement Plans. Plan Feature 403(b) Plan 457(b) Plan Eligibility All full and part-time employees except student employees and work study employees.
[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.
Laurel County Board of Education 403(b) Plan
____ American Fidelity Assurance Company Account # _____ ____ INVESCO Account #_____ V CERTFICATIONS. By signing below, I represent that I am the owner of the 403(b) account listed above, and authorize the distribution of assets as indicated. I also certify that I have provided copies of my most recent on statements for ALL OF MY 403(b ...
[DOC File]56675PlanDocument.indd
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Name of Vendor American Fidelity Assurance Company Great American Financial Resources Incorporated The Variable Annuity Life Insurance Company Oppenheimer Funds Ameriprise Financial Services Inc. ING Mass Mutual Vanguard. Planmember Services Corporation B. The following vendors have signed information sharing agreements and are authorized to ...
[DOCX File]JC Schools
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Fidelity Management Trust Co. (800) 343-3548. Fidelity Security Life Ins. Co. (800) 648-8624. Franklin Templeton Funds (800) 527-2020. FTJ Fundchoice, Inc (800) 379-2513. Great American Financial Resources, Inc. (800) 438-3398 x 17197. GWN/Employee Deposit Acct (866) 650-0132. Horace Mann Life Ins. Co. (800) 999-1030. Kansas City Life Insurance ...
[DOC File]AMFI - Pitt County Schools
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403b and 457 Plans. Pitt County Schools offers a 403(b) and 457 tax sheltered annuity (TSA) retirement savings plans to all employees. ... 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 ...
[DOC File]welcome note with info for newhire pack
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Tax Sheltered Accounts (TSA's) are optional for Higher Education Institutions with the 403b account. You can choose between: Valic. American Funds - 403b ASP. Ameriprise Financial. AXA Equitable. Fidelity Investments – 403b ASP. Horace Mann. New York Life. TIAA Cref. Vanguard - 403b ASP. Waddell and Reed
[DOC File]THE ETHICAL NEGOTIATOR:
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Fidelity National Title Insurance Company, 58 F.Supp.2d 503, 524 (D. N.J. 1999), for there are certain matters about a lawyer’s liability, wrote the court, which are “ ‘so basic’ that ‘a layperson's common knowledge is sufficient to permit a finding that the duty of care has been breached.’”
[DOC File]Homewood City Schools / Homepage
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403(b) Plan Eligibility Announcement to Employees. To: All Eligible Employees. Date: 12/16/2019. Re: Notice of your right to participate in the 403(b) Retirement Plan sponsored by:
[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]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
[DOCX File]BOWDOIN COLLEGE
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American Century. P.O. Box 419385. Kansas City, MO 64151. 1-800-345-3533 *All Fidelity funds in addition to the investment options available for the Bowdoin College Retirement Plan are available for investment choices under the Individual Pre-tax Savings Plan. Through Fidelity Investments you also have the option of making after-tax ...
[DOCX File]AUHSD
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Section 125 Open Enrollment – Unreimbursed Medical and Dependent Day Deductions must be renewed each year per IRS regulations to continue your deductions with American Fidelity Assurance Company. Julie Anderson is the agent you will need to contact at 866-523-1857 ex 415.
[DOCX File]BOWDOIN COLLEGE
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American Century. P.O. Box 419385. Kansas City, MO 64151. 1-800-345-3533 *All Fidelity funds in addition to the investment options available for the Bowdoin College Retirement Plan are available for investment choices under the Individual Pre-tax Savings Plan. Through Fidelity Investment you also have the option of making after-tax ...
[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
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