Safe 401k investment options
[PDF File]Aetna 401(k) Plan December 31, 2018 Stable Value Option
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Investment Objective The Fund seeks to provide safety of principal and a stable credited rate of interest, while generating competitive returns to other com-parable investments. Investment Strategy The Fund achieves its investment objectives primarily by entering into investment contracts with insurance companies or banks that
Strategic Plan Application - T. Rowe Price
ABC Company 401K Plan STRATEGIC PLAN MARCH 2017 10 ACTIONS TO CONSIDER Conduct plan cost analysis. Utilize a QDIA as default investment option. Review and determine if a broad range of investment options are offered to satisfy needs of sophisticated investors. Consider a self-directed brokerage approach to provide greater investment flexibility.
[PDF File]SIMPLE IRA vs. Safe Harbor 401(k) vs 401(k)
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Page 2 of 2 SIMPLE IRA vs. Safe Harbor 401(k) vs 401(k), continued 1. Loan Limits: Maximum of 50% of vested balance up to $50,000. Payments must be made at least quarterly with level amortization. 2. If the plan uses the 3% non-elective contribution the plan will meet Top Heavy requirements.
[PDF File]Glossary of Required Participant Notices & Participant ...
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investment options within the plan. The plan must offer at least three alternate investment options that are diversified and offer materially different risk and return ... Safe Harbor In order for your 401(k) Plan to satisfy the requirements of a "safe harbor 401(k) plan" that is deemed to ...
[PDF File]2017 Safe Harbor Notice 401(k) Retirement Savings Account ...
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401(k) Retirement Savings Account Plan 401(k)/(m) Safe Harbor Notice Default Fund Notice November 30, 2016 To: All employees eligible to participate in The Kroger Co. 401(k) Retirement Savings Account Plan ... funds and collective trusts, most of which are available as individual investment options in …
[PDF File]Your guide to Safe harbor 401(k) plans
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• Vesting. Safe harbor contributions must always be 100% vested. Therefore, these contributions aren’t returned to the employer upon termination of employment. What is a Safe harbor 401(k) plan? A Safe harbor 401(k) plan allows a plan sponsor to automatically pass certain annual tests to ensure compliance with IRS regulations if
[PDF File]The Solution for Your Company’s Retirement Plan - Slavic401k
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The Solution for Your Company’s Retirement Plan. Highlights of the Slavic401k Retirement Savings Plan ... for the mutual funds in your investment options that have a 12b-1 or Sub-TA fee, that fee is ... employer contribution or a “Safe Harbor” provision. Plan Expenses
[PDF File]Summary Plan Description - Wells Fargo
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Summary Plan Description Wells Fargo & Company 401(k) Plan June 1, 2017 This Summary Plan Description (“SPD”) summarizes the major features of the Wells Fargo & Company 401(k) Plan (“401(k) Plan”). The SPD is only a summary and does not describe every feature of the 401(k) Plan.
[PDF File]ERISA Compliance and Monitoring 401(k) Investments: Safe ...
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Apr 03, 2018 · • Prudence evaluated at the time of the investment • For self-directed plans (usually 401(k) plans): the plan investment options should be sufficiently diversified to afford participants the opportunity to manage risk; each plan option should be considered as part of the whole plan portfolio • Section 404(c) limitations (see below) 14
[PDF File]RETIREMENT QDIA Q&A INDUSTRY EDUCATION A qualified …
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A qualified default investment alternative, or QDIA, is intended to encourage investment of employee assets in appropriate vehicles for long-term retirement savings. This brochure will help you understand how selecting QDIAs that comply with the Department of Labor (DOL) regulations can potentially reduce fiduciary liability for plan sponsors and
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