Fidelity employer 401k plans
[DOC File]Sample Termination Letters
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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]SUMMARY PLAN DESCRIPTION
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A lump sum distribution is a payment, within one year, of your entire balance under the Plan (and certain other similar plans of the employer) that is payable to you after you have reached age 59½ or because you have separated from service with your employer (or, in the case of a self-employed individual, after you have reached age 59½ or ...
[DOC File]SAFE HARBOR MATCHING CONTRIBUTION NOTICE
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You must take other available withdrawals from all plans under the Employer or any related Employer before you can take a hardship. Please see the SPD or other available Plan information for additional details and requirements. Types of contributions available for hardship withdrawals are: Deferral and Roth Deferral, Roth IPC1 - EE Deferrals.
[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]Documentary Due Diligence Checklist Regarding Employee ...
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A list of vacation plans/policies as well as of all employee fringe benefits including without limitation moving expense policies, travel/entertainment policy, and company auto and car allowances. (Source: Benefits Plans Magazine and Linda S, Johnson and John E. Rich, Jr., Society for Human Resource Management) 13
[DOC File]FAU Retirement Plans
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Fidelity Investments. 800-343-0860 www.403b.com . T. Rowe Price. 800-492-7670 www.troweprice.com Employees should contact each vendor for information about the Plan investment options and . services it offers. More Information
[DOC File]SUMMARY PLAN DESCRIPTION
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The Employer’s federal tax identification number is: 43-1979754. ERISA. The Employee Retirement Income Security Act of 1974 (ERISA) identifies the rights of Participants and Beneficiaries covered by a qualified retirement plan. Fidelity Investments Contact Information. Fidelity Investments is the recordkeeper of your Plan.
[DOCX File]Model Summary Annual Report Notice (Plan Administrators ...
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If you are unable to obtain or examine copies of the regulated financial institution statements or evidence of the fidelity bond, you may contact the regional office of the U.S. Department of Labor's Employee Benefits Security Administration (EBSA) for assistance by calling toll-free 1.866.444.EBSA (3272).
[DOC File]Sample Participant Notice
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[For plans electing the safe harbor (including QACA) nonelective contribution:] We will make a safe harbor employer contribution equal to 3% of your plan compensation to your account each year. This contribution will be made whether or not you make contributions to the plan.
[DOC File]Information About Pensions/Retirement Plans in Divorces ...
https://info.5y1.org/fidelity-employer-401k-plans_1_420389.html
– An account that is paid into by a person and/or his or her employer for the purpose of saving for retirement. For example, Employee benefit plans, Defined Benefit Plans, Defined Contributions Plans, 401(k)s, and other cash deferred plans, as well as state and federal public retirement plans, such as CalPERS, LACERA, LACERS, CA State ...
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