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This document serves as a salary reduction agreement and investment carrier election for employees participating in the MSKCC retirement plan, detailing contribution options and investment allocations.
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How to fill out MSKCC Retirement Plan Salary Reduction Agreement and Investment Carrier Election

01
Begin by obtaining a copy of the MSKCC Retirement Plan Salary Reduction Agreement and Investment Carrier Election form.
02
Fill out your personal information at the top of the form including your name, employee ID, and date.
03
Specify the percentage or dollar amount of your salary that you wish to contribute to the retirement plan in the designated section.
04
Review the options for investment carriers and select your preferred carriers by checking the appropriate boxes.
05
If necessary, provide any additional information requested about your investment choices.
06
Review the form for accuracy and completeness.
07
Sign and date the form to confirm your agreement and understanding.
08
Submit the filled-out form to your HR department or the designated office handling retirement plan contributions.

Who needs MSKCC Retirement Plan Salary Reduction Agreement and Investment Carrier Election?

01
Employees of MSKCC who wish to participate in the retirement plan.
02
New hires looking to set up their retirement contributions.
03
Current employees who want to modify their existing retirement contribution amounts or investment carrier selections.
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The MSKCC Retirement Plan Salary Reduction Agreement and Investment Carrier Election is a document that allows employees of MSKCC to choose to reduce their salary in order to contribute to their retirement plan, thereby enabling tax-deferred growth of their retirement savings. Additionally, it allows participants to select the investment carriers that will manage these contributed funds.
Employees who wish to participate in the MSKCC Retirement Plan and make contributions through salary reductions are required to file the Salary Reduction Agreement and Investment Carrier Election.
To fill out the MSKCC Retirement Plan Salary Reduction Agreement and Investment Carrier Election, employees must provide personal information, specify the percentage or amount of salary to be reduced, and select their preferred investment carriers. It is important to carefully review the information before submission.
The purpose of the MSKCC Retirement Plan Salary Reduction Agreement and Investment Carrier Election is to facilitate employees' participation in the retirement plan by enabling them to make pre-tax contributions and to choose how their retirement savings are invested.
The information that must be reported includes the employee's name, identification number, the elected salary reduction amount or percentage, choice of investment carriers, and any additional information as required by the plan.
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