Fidelity 403 b account
[DOC File]403(b) Plan Salary Reduction
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SECTION 3: 457(b) Investment Provider ELECTION/CHANGES – Please select one provider only and attach a copy of your signed 457(b) account application to this form. You may change your investment provider at any time. The change will be effective on the first payroll after an account …
[DOC File]FAU Retirement Plans
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Please note: Optional Retirement Plan participants (ORP) must first contribute the ORP maximum of 5.14% into the ORP, before opening and contributing to a separate 403(b) account. ORP participants …
[DOC File]What is a Roth 403 (b)
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Who are the Roth 403(b) approved vendors for the District? We accepted three requests and they are AIG-Valic, ING-Reliastar Insurance Co., and Fidelity Investments. How much can I invest? You can contribute $16,500 to a 403(b…
[DOC File]Internal Revenue Code Section 403(b)
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Roth 403(b) Cash Value. Rollover Roth Cash Value. Date of First Roth Contribution. Cash Value Date. Type of Account. 403(b)(7) Cash Value. Deferral Limit Monitoring. Year-to-Date EE Contributions. …
[DOC File]Laurel County Board of Education 403(b) Plan
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403(b) Distribution Form: This form must be completed and returned to Human Resources ... American Fidelity Assurance Company Account # _____ ____ Oppenheimer Funds Distributors Account #_____ ... V CERTFICATIONS. By signing below, I represent that I am the owner of the 403(b) account …
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