Plan COMPARISON CHART - MyFRS
Comparing the Plans: Investment Plan and Pension Plan For complete plan details, refer to the Summary Plan Descriptions on MyFRS.com. Investment Plan Pension Plan This is a … 401(k)-type investment plan. ... Contribution rates are set by the Florida Legislature.
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SUMMARY PLAN DESCRIPTION - MyFRS
www.myfrs.comThe Florida Legislature enacted the Investment Plan during the 2000 legislative session. Its formal name, as set out in Part II of Chapter 121, Florida Statutes, is the “Florida Retirement System Investment
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www.myfrs.comPAGE 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
This form is not an offer of employment or an ... - …
www.myfrs.comPension 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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www.myfrs.comPAGE 2 Florida Retirement System. 6 Years Before You Retire Determine if the Deferred Retirement Option Program (DROP) is right for you. Speak with a
Qualified Domestic Relations Order—Procedures
www.myfrs.comLincolnshire, 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
Important Information About Your Investment Funds, Fees ...
www.myfrs.comImportant 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:
Form ADV Part 2A Brochure Cover Page - myfrs.com
www.myfrs.comForm 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
INVESTMENT FUND SUMMARY - MyFRS
www.myfrs.comThe 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 ...
FRS INVESTMENT PLAN CONTRIBUTION ROLLOVER FORM
www.myfrs.complan 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 …
WELCOME to the FLORIDA RETIREMENT SYSTEM - MyFRS
www.myfrs.comWELCOME 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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SUMMARY PLAN DESCRIPTION
www.myfrs.comThe Investment Planis a defined contribution retirement plan qualified under Section 401(a) of the Internal Revenue Code. This means that employee and employer contributions made to each member’s account are pretax contributions defined by state law based on membershipretirement class, as described in this Plan document.
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www.wespath.orgInvestment Plan (UMPIP) account. UMPIP is a 403(b) plan, subject to contribution limits under the Internal Revenue Code. Your total before-tax and . Roth contributions for the year to UMPIP (and any other qualified retirement plans) cannot exceed the lesser of your .