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SUMMARY PLAN DESCRIPTION - MyFRS

Florida Retirement SystemSUMMARY PLANFRS Investment PlanDESCRIPTIONJuly 2018 TABLE OF CONTENTS DISCLAIMER .. 4 INTRODUCTION .. 5 INVESTMENT 6 Defined .. 6 plan Information .. 6 Amendments or Termination of the plan .. 8 Public Records Exemption .. 8 Rights to a Benefit .. 9 Situations Affecting Your Investment plan Benefits .. 11 INVESTMENT plan HYBRID 13 MEMBERSHIP .. 14 Classes of Membership .. 14 Investment plan Eligibility Requirements .. 15 Optional Retirement Programs .. 15 Dual Membership Not Allowed .. 16 Social Security Coverage .. 16 Portability.

Florida Retirement System SUMMARY PLAN FRS Investment Plan DESCRIPTION July 2018

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FRS INVESTMENT PLAN CONTRIBUTION ROLLOVER FORM

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plan and can be rolled into the plan, send a copy of the distribution statement/payment confirmation, IRS Form 1099-R, or letter that you received from your prior employer plan or …

  Form, Plan, Investment, Contributions, Frs investment plan contribution

Important Information About Your Investment Funds, Fees ...

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Important Information About Your Investment Funds, Fees, and Other Expenses for the FRS Investment Plan—Annual Fee Disclosure Statement The Florida Retirement System (FRS) Investment Plan is a great way to build savings for your future. Through the Investment Plan you get:

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This form is not an offer of employment or an ... - …

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Pension Plan(incl. DROP) FRS Investment Plan State University System Optional Retirement Program (SUSORP) State Community College System Optional Retirement Program (SCCSORP) Senior Management Service Optional Annuity Program (SMSOAP)

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Whether your retirement is still years away or ... - …

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PAGE 1 Investment Plan Retirement Checklist July 2017. Retirement will be here before you know it. To ensure you are ready, be sure to follow this checklist to make

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INVESTMENT FUND SUMMARY - MyFRS

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The funds have limited risk of declining in value; however, over the long term, returns have been modest and may not keep pace with inflation. ... According to investment experts, a good mix of investments (a strategy known as “diversifying”) can help you control your risk and ... investment in that fund. To determine fees for your balance ...

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WORKING AFTER RETIREMENT

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Retirement at 1-866-446-9377, Option 3 (TRS 711) or 1-844-377-1888, available 8:00 a.m. to 5:00 p.m. ET, Monday through Friday, except holidays. Revised July 2020 Reemployment Rules for Pension Plan Members Returning to work with an FRS-participating employer too soon after retirement could be a costly mistake. Read this brief flyer to be sure you

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Whether your retirement is still years away or …

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PAGE 2 Florida Retirement System. 6 Years Before You Retire Determine if the Deferred Retirement Option Program (DROP) is right for you. Speak with a

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Qualified Domestic Relations Order—Procedures

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Lincolnshire, IL 60069-1433. Fax: +1.847.883.9313 Upload: www.QOCenter.com. 3. If you’re notified that the draft order is preapproved, obtain a court-certified copy of the order from the clerk of the court and mail or fax per the instructions as provided in Step 2. See details about

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Form ADV Part 2A Brochure Cover Page - myfrs.com

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Form ADV - Part 2A Item 4 Advisory Business Ernst & Young Investment Advisers LLP ("EYIA"), the adviser in this Form ADV, supervises the investment consulting services provided by persons in the Private Client Services ("PCS") and

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WELCOME to the FLORIDA RETIREMENT SYSTEM - MyFRS

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WELCOME RETIREMENT SYSTEM to the FLORIDA Florida Retirement System Questions? Call the MyFRS Financial Guidance Line 1-866-446-9377 Option 1 (TRS 711) 9:00 a.m. to 8:00 p.m. ET

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