Wells fargo 401k retirement plan
[DOC File]The McPeak Investment Group of Wells Fargo Advisors
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Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC. 0218-04250. 4 3 Page 1 of 4. Neil McPeak. Managing Director – Investments. Neil McPeak earned a bachelor’s degree in ...
[DOC File]Dear - Reach Unlimited
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Financial Planner / Broker Company Wells Fargo Advisors. Representative Name Derek Thorp. Phone Number 713-662-1101. Email Derek.d.thorp@wellsfargo.com. Financial Planner / Broker Company Mass Mutual (401K) Representative Name Blaze Guzetta. Phone Number 281-652-3231. Email bguzzeta@sagepointadvisor.com. Office Safe
[DOC File](SAMPLE) - TA-Retirement
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The Transamerica Retirement Solutions IRA has an annual fee of $35.00 for balances below $5000. Each quarter your account will be assessed $ 8.75 to cover the annual fee. If you have any questions about retirement plan distributions, please call the Participant Contact Center at 800-401-8726. Sincerely, [Plan Trustee]
Retirement Planning Center - Wells Fargo
Recordkeeping, trustee, and/or custody services are provided by Wells Fargo Institutional Retirement & Trust, a business unit of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company. This information is for educational purposes only and does not constitute investment, financial, tax, or legal advice.
[DOCX File]Table of contents - General Services Administration
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Wells Fargo receives National Credit Union Administration (NCUA) 401k data. All data sent outside GSA is sent via secure FTP, agency/company secure portals, specific IP authentications, Connect Direct, by logging into an agency's server via Putty, STS, ESB, or an encrypted password protected email attachment.
[DOCX File]TMC Business - Home
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Wells Fargo Retirement Survey (2010): 72 percent of middle-class Americans between the ages of 25 and 69 expect to work through their retirement. Gallop Poll (2011): The poll reveals that 66 percent of Americans ranked not having enough money for retirement …
[DOC File]Flambeau Inc
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401K Plan – with . Wells Fargo Retirement Plan Services. The company match at a rate of 50 cents on the dollar up to 6% of the employee’s earnings in any year in which Flambeau has a profit up to a maximum match of $1,550 per year. Eligibility – Associates are …
[DOCX File]www.txtha.org
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Corsicana Housing has the 457(b) plan through Housing Agency Retirement Plan (HART) ... She was at Wells Fargo and left. The person that took over for her was clueless, so we changed the plan to another broker. ... Retirement: Yes 401K...Agency will match 1 for 1 Up to 3% of salary (SPRHA)
[DOC File]AUTOMATIC CONTRIBUTION ARRANGEMENT
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Please refer to the chart below to determine which Wells Fargo Target-Date Fund* is applicable to you. If we do not have your date of birth on file, the Plan will assume that you were born on January 1, 1953 and place your undirected contributions in the Wells Fargo Target 2015 Fund.
[DOC File]Sample Termination Letters - Capital Group
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, the date our blackout period will begin. In preparation for this transition, please liquidate all investments (redeem the shares) and wire transfer our plan’s assets on the termination date to the address below: Wire transfer instructions: Wells Fargo Bank. 707 Wilshire Blvd., 13th Floor. Los Angeles, CA 90017. ABA #121000248. Account #4121 ...
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