Fidelity 403 b forms
[DOC File]Western Illinois University
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Fidelity Investment Co. – Mutual Funds with Annual Total Account Balance . ... To begin contributions to a WIU 403(b) Supplemental Retirement Plan, contact one of the representatives or companies listed above for an enrollment packet, explanation of the investment option(s) and current fund performance data. ... Payroll reduction forms …
[DOC File]PIEDMONT UNIFIED SCHOOL DISTRICT
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for 403(b) Plans (2011-12) Vendor Name 403(b) Compare. Vendor Number Address Telephone American Century Investments 1164 1665 Charleston Road Mountain View, CA 94043 650-965-8300 American Fidelity…
403(b) Plan - Voya Financial
Any modifications to the Voya specimen 403(b) Plan (Serial Number: 403(b)HC-2 (9/14)) may also necessitate modifications to this specimen SPD. You should consult legal counsel regarding the …
Laurel County Board of Education 403(b) Plan
___ Forms Attached ___ Forms have been sent to Vendor ____ American Fidelity Assurance Company Account # _____ ____ INVESCO Account #_____ ... I also certify that I have provided copies of my …
[DOCX File]Retirement Savings Plan Universal Availability Notice
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The plan is a 403(b)(9) retirement income account plan that allows eligible employees to save for retirement by making salary deferral contributions on a tax-deferred basis. During 2020, you may …
[DOC File]Salary Reduction Agreement (MS Word)
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TIAA-CREF Valic Name of Investment Provider Agent VOYA Fidelity* Agent Phone Number * 403(b) (7) mutual fund account. The amount of the salary reduction will be (A)$ per payroll period . OR (B)$ per …
[DOC File]EMPLOYMENT AGREEMENT
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Fidelity Variable Annuity Life (AIG) Great American Waddell and Reed. Mass Mutual. 4. After the account with the 403(b) provider has been established, return all completed deferral and enrollment forms to Donna Leigh, Central office Waltham. Your participation will begin at the start of the payroll period following the date that forms …
[DOC File]403(b) Plan Salary Reduction
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457(b) Plan Salary Reduction. Authorization Form. Please send your comlpeted signed form with a copy of your signed 457(b) account application by. Mail: TSA Consulting Group, Inc., 28 Ferry Road SE, Ft. …
[DOC File]403(b) Plan - City Colleges of Chicago
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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. Contributions You can contribute a …
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