401(k) Overview - Cat

Caterpillar Confidential Green401(k) OverviewCaterpillar Confidential GreenCONTRIBUTIONSE mployee and EmployerCaterpillar Confidential GreenEmployee contributions Defer up to 70% of base pay Defer up to 70% of incentive payment Defer on a pre-tax and/or Roth (after-tax) basisFor Example:401(k) Plan contribution rates:Base PayPre-Tax:15%Roth:0%Incentive PayPre-Tax:0%Roth:6%Caterpillar Confidential GreenDeferral limitsRoth and pre-tax 401(k) accounts Employee annual combinedIRS contribution limit for 2018 $18,500 if under age 50 $24,500 ($6,000 additional catch-up contribution) if age 50 or over by December 31st Plan limits your contribution to 70% of eligible compensation but current taxes may limit the amount you may deferCaterpillar Confidential GreenUPoint Website: Accessible through Cat@Work orvia Name HereYour Selected Plan Name & Name of Insured(s)Your Selected Plan Name & Name of Insured(s)Your Selected Plan Name & Name of Insured(s)Caterpillar Confidential GreenDeferral limits on UPoint Caterpillar Confident

•Retirement or separation −Roll over to IRA or Qualified Plans preserve tax deferred status ... •Disability −SSDI or eligible for LTD benefit from Caterpillar. Caterpillar Confidential Green ... −Individual company stocks as well as ETF’s −Bonds −Your account is …

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  Retirement, Disability

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