How to allocate 401k contributions
[DOC File]Our open enrollment period is from _____ to _______ and ...
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Allocate your contributions. Complete the risk quiz. It’s an important step in the retirement planning process. It can help you better understand your tolerance for investment risk and therefore assist in choosing your investment options.
[DOC File]APPLE AMERICAN GROUP LLC
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We will allocate the amount you elect to defer (including "catch up contributions") to an account maintained by the Trustee on your behalf. You will always be 100% vested (your ownership rights) in these contributions. If you are eligible, we will also allocate …
[DOC File]SUMMARY PLAN DESCRIPTION
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Your Employer may designate all or a portion of any profit sharing contributions for a Plan Year as “qualified nonelective contributions” and allocate them to Non-Highly Compensated Employees to help the Plan pass one or more annually required Internal Revenue Code nondiscrimination test(s).
[DOC File]XYZ SAMPLE COMPANY'S 401(K) PLAN
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Generally, the law imposes a maximum limit on the amount of contributions (excluding catch-up contributions) that may be made to your account and any other amounts allocated to any of your accounts during the Plan Year, excluding earnings. Beginning in 2008, this total cannot exceed the lesser of $46,000 or 100% of your annual compensation.
[DOC File]SUMMARY PLAN DESCRIPTION
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Contributions 4. A. Compensation 4. B. Employee Deferral Contributions 5. 1. Regular Deferral Contributions 5 ... Employer may designate all or a portion of any matching contributions for a payroll period as “qualified matching contributions” and allocate them to Non-Highly Compensated Employees to help the Plan pass one or more annually ...
[DOC File]SUMMARY PLAN DESCRIPTION
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Contributions 5. A. Compensation 5 ... you must call the Fidelity Retirement Benefits Line at 1-800-835-5097 or access the NetBenefits® web site at www.401k.com. ... Employer may designate all or a portion of any nonelective contributions for a Plan Year as “qualified nonelective contributions” and allocate them to Non-Highly Compensated ...
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