Fidelity netbenefits 403b

    • [PDF File]457(b) Retirement Savings Plans Comparison Chart

      https://info.5y1.org/fidelity-netbenefits-403b_1_a5654a.html

      Title: Microsoft Word - FINAL 2019 MCPS 403b 457b plan compare chart.docx Author: A317666 Created Date: 1/15/2019 2:36:24 PM

    • [PDF File]Asante 403B Plan Highlights for Current Employees

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      Vesting You are always 100% vested in your own contributions and any employer contributions to your Plan account, as well as any earnings on them. Loans Although your Plan account is intended for the future, you may borrow from your account for any reason. Log on to NetBenefits for more details or to request a

    • [PDF File]Questions? Distribution — Rollover

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      a Fidelity IRA and the funds held in your retirement account are available in the IRA, generally your assets will be transferred “in kind;” however, there are exceptions such as in the case of money market funds or advisor funds. Please call Fidelity to verify which funds will not be rolled over “in kind.”

    • [PDF File]Required Disclosure Information DePaul University 403(b ...

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      Fidelity immediately if you see or suspect unauthorized activity, errors, discrepancies, or if you have not received your account statements or account documents or information. • Print your Fidelity statement.

    • [PDF File]YOUR GUIDE TO GETTING STARTED

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      online at Fidelity NetBenefits. ® Fidelity Freedom ® Funds. The Plan also offers the Fidelity Freedom ® Funds that offer a blend of stocks, bonds and short-term investments within a single fund. Each Freedom Fund s asset allocation is based on the number of years until the fund s target retirement date. The Freedom Funds are designed for ...

    • [PDF File]EMORY’S 403( b) RETIREMENT PLAN

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      October 1, 2021 (12 a.m. ET at TIAA and at 4 p.m. ET at Fidelity and Vanguard). • Many of the current investment options with Fidelity, TIAA, and Vanguard will no longer be available after November 1, 2021. • Most of those current investment options being removed, as well as hundreds more, will be available

    • [PDF File]Start investing in yourself today, with help from the ...

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      tm, which will direct you to Fidelity NetBenefits® or you can call the Fidelity Retirement Representatives at 1-800-343-0860. When you first contact Fidelity, you will need to set up a personal identification number (PIN). If you are already a Fidelity customer, then you may use your existing PIN. And then you'll be able to make your ...

    • [PDF File]Steps to Change Your 403(b) Contribution Elections

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      − Fidelity - If you chose Fidelity as your Retirement Provider, click on the Fidelity Investments link under “Visit Retirement Providers” section near bottom of the page. This will direct you to the Fidelity website, www.netbenefits.com where you can select your Fidelity mutual fund investments and designate your beneficiaries.

    • [PDF File]Deposit a Rollover check - Fidelity Investments

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      current plan, using the NetBenefits® Mobile App. There are two phases to this process: Entering Your Rollover Details and Capturing Your Check. Part 1: Entering Your Rollover Details To begin, you need to capture the details of your rollover, including where the money is held today and the amount of your rollover. 1.

    • [PDF File]The University of South Florida 403(b) Plan

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      the Fidelity Retirement Service Center at 1-800-343-0860. Choose your preferred investments with your chosen service provider (Fidelity and/or TIAA). If no investment elections are made by February 25, 2020, your contributions will default to the Fidelity Target Retirement Date Fund based upon the date closest to when you reach age 65.

    • [PDF File]GRAND VALLEY STATE UNIVERSITY 403(b) RETIREMENT PLAN ...

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      Contact Fidelity or TIAA or visit the Retirement Planning Website to update your beneficiary information. 17 Contact Information You may speak with a Customer Service Representative with Fidelity by calling toll-free 800-343-0860, Monday through Friday (excluding New York Stock Exchange holidays) from 8:30 a.m. to midnight Eastern time.

    • [PDF File]Fidelity Investments 403(b) Beneļ¬ ciary Designation ...

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      Fidelity Investments, P.O. Box 770002, Cincinnati, OH 45277-0090 If you wish to send your form via overnight service, please send it to Fidelity Investments, Mailzone KC1E, 100 Crosby Parkway,Covington, KY 41015 Q uestions? Call Fidelity Investments at 1-800-343-0860, or for the hearing impaired dial 17 711, 711117 onday through Friday, from M ...

    • [PDF File]SPD-Hallmark Health 403(b) Plan 060313 (A0097573-2)

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      Fidelity, you will be given the opportunity to select a personal identification number (“PIN”) to ensure account privacy which you will need to use whenever you contact Fidelity. You may enroll upon becoming eligible to participate or at any later time; your election

    • [PDF File]Retirement Plans Summary 2-7

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      an appropriate mix, are available online at Fidelity NetBenefits®. Although your plan account is intended for the future, you may borrow from your account for any reason. To

    • [PDF File]University of Pennsylvania Health System 403(b) Retirement ...

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      This Plan works in concert with The Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System (the “UPHS Retirement Contribution Plan”), another retirement plan sponsored by UPHS, to provide retirement benefits to eligible employees

    • [PDF File]Every Moment Matters

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      NetBenefits® Website Access to Fidelity’s comprehensive website dedicated to retirement planning. Manage your account, make investment choices, and find interactive tools to help you better prepare to meet your retirement savings goals.

    • [PDF File]Important information about your Providence 403(b) Value ...

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      www.NetBenefits.com. or by calling Fidelity at 800-343-0860. A difference between 401(k) plans and 403(b) plans is that 401(k) plans do not include lifetime service-related catch-up contributions for caregivers with 15+ years of service that meet certain criteria. However, both 401(k) plans and 403(b) plans do provide age-related catch-up ...

    • [PDF File]Required Disclosure Information Vanderbilt University 403b ...

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      the Vanderbilt University 403b Retirement Plan (the "Plan") and have the right to direct investments. The Plan Administrator has directed Fidelity Investments ® ("Fidelity"), a Plan service provider, to collect, consolidate, and provide you with the information in this Notice. Inside, you will find the following:

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