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457(b) Retirement Savings Plans Comparison Chart
403(b), 457(b) Governmental Plans, Conduit IRAs, Traditional IRAs. Rollovers in are allowed from 401(a), 401(k), 403(b), 457(b) Governmental Plans, Conduit IRAs, Traditional IRAs. Loans Only 2 loans allowed across both plans. Can only be taken from balances at Fidelity. Not allowed if you have had a loan default with a current or previous vendor.
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ADVENTIST HEALTHCARE RETIREMENT PLANS AND …
nb.fidelity.comAHRP Retirement Center 800-730-2477 Starting January 1, 2021, Fidelity Investments® will be the new recordkeeping service provider for Adventist Healthcare Retirement Plans (AHRP) and affiliated plan. Please note: Benefits and features of AHRP and …
Transfer/Rollover/Exchange Form Instructions
nb.fidelity.comTransfer/Rollover/Exchange Form Instructions Reference the instructions below while completing the form. For additional assistance, please contact Fidelity Investments at ... Would you like the assets invested in your current investment selection? If “Yes” is selected, your assets will ... your entire contribution will be defaulted to the ...
State Street Health and Insurance Benefits Programs ...
nb.fidelity.comState Street Health and Insurance Benefits Programs Summary Plan Description STATE STREET CORPORATION January 1, 2014 This booklet is a Summary Plan Description (SPD) of the State Street Corporation Employee Benefit Plan (Plan), and replaces all prior descriptions of this Plan. The information contained in this booklet is
Call 1-800-343-0860, business days from 8 AM to midnight ...
nb.fidelity.comAsk your plan sponsor or Fidelity. If the address we have for you is correct, skip to Section 2. your antee 2. Plan Involved To get your plan number, go to mysavings atwork.com or call your plan sponsor. Form continues on next page. Questions? Call 1-800-343-0860, business days from 8 AM to midnight Eastern Time. Helpful To Know
SPECIAL TAX NOTICE YOUR ROLLOVER OPTIONS GENERAL ...
nb.fidelity.com• Eligible rollover distributions from a Roth IRA can only be rolled over to another Roth IRA. How do I do a rollover? There are two ways to do a rollover. You can do either a direct rollover or a 60-day rollover. If you do a direct rollover, the Plan will make the payment directly to your IRA or an employer plan, or if your payment is from a
401(k) Roth In-Plan Conversion Guide - Fidelity Investments
nb.fidelity.comUnderstanding Roth in -plan conversions: As of April 1, 2019, you're able to convert your eligible* pre -tax and after-tax ... brokerage account. Once new contributions are posted to your account, they are immediately converted to your Roth account. This …
Fidelity® Personalized Planning & Advice at Work Terms …
nb.fidelity.comuse a stable value fund in constructing model portfolios. Please see “Methods of ... Advisers for your workplace savings plan account or assetized nonqualified deferred compensation account (“Plan Account,” and the managed portion referred to herein as ... emergency fund, financial situation, investment knowledge, investment experience ...
Mercy MyRetirement Program Changes ... - nb.fidelity.com
nb.fidelity.comwww.MyRetirementProgram.com or by calling Fidelity at 800-343-0860. We encourage you to take an active role in planning for your future and your retirement. We hope you take full advantage of the great retirement benefit available to you as a valued co-worker.
Simplified Contribution Platform
nb.fidelity.comThe initial set up email from SCP includes a temporary password and username. From there, you will be prompted to log in and set up a new permanent password. Step Action 1 Click the login link in the email to open SCP and select your new password. 2 Click I Agree on the initial page. The Sign in page appears. 3 Enter your username and password.
Questions? Distribution — Rollover
nb.fidelity.comPage 1 of 4. Questions? Call 1-800-343-0860, business days from 8 AM to midnight Eastern Time. 3.TEMDISTRO.108 026380201 . Distribution — Rollover
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Deferral of Vacation and Sick Leave Payouts From Final ...
www.ctdcp.comFinal Paychecks to 403(b) or 457 Plans I. INTRODUCTION Employees who are retiring or leaving State service can contribute a portion of their final payouts for unused vacation or sick leave to the 457 Deferred Compensation Plan—open to most active employees—or the 403(b) Plan, limited