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This document is an Investment Agreement for employees of Wichita State University allowing salary deferral contributions to the Kansas Board of Regents Voluntary Retirement Plan under specific IRS
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How to fill out investment agreement for form
How to fill out Investment Agreement for the Kansas Board of Regents Voluntary Retirement Plan
01
Obtain the Investment Agreement form from the Kansas Board of Regents website or directly from your HR department.
02
Carefully read the instructions provided with the agreement to understand the sections that need to be filled out.
03
Fill out your personal information at the top of the form, including your name, address, and employee ID.
04
Specify your choice of investment options as outlined in the agreement, ensuring you adhere to any minimum requirements.
05
Review any terms and conditions related to your investment choices and make sure you understand them.
06
Sign and date the form at the bottom, indicating your agreement to the terms.
07
Submit the completed Investment Agreement to the appropriate department or person as directed in the instructions.
Who needs Investment Agreement for the Kansas Board of Regents Voluntary Retirement Plan?
01
Employees of the Kansas Board of Regents who are participating in the Voluntary Retirement Plan.
02
Individuals looking to make investment choices regarding their retirement savings within the plan.
03
New hires enrolling in the Kansas Board of Regents Voluntary Retirement Plan who need to outline their investment preferences.
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People Also Ask about
What does the Kansas Board of Regents do?
The Board of Regents is responsible for assuring the quality of public postsecondary education in Kansas and ensuring that postsecondary educational opportunities are available to students of all ages and income levels.
What is the Kansas Board of Regents Promise Scholarship?
The Kansas Promise Scholarship was created during the 2021 Kansas Legislative Session to assist students who are enrolled in specified high wage, high demand, or critical need industry programs at eligible Kansas community colleges and technical colleges, Washburn Institute of Technology, and certain private
Is a retirement plan offered by public schools and certain charities?
A 403(b) plan (also called a tax-sheltered annuity or TSA plan) is a retirement plan offered by public schools and certain 501(c)(3) tax-exempt organizations. Employees save for retirement by contributing to individual accounts.
What time does the Kansas Board of Regents open?
Regular office hours on all business days are from 8 a.m. to 5 p.m. Records may be inspected during those hours. The Kansas Board of Regents office is closed on Saturdays, Sundays and official holidays.
What is the retirement age for KU?
KU Medical Center participants may retire at age 55-59 with 10 or more years of service or any time at/over age 60. Retirement income will be determined by investment performance, the age distribution begins, amount of funds available and income option selected.
What is the Kansas Board of Regents statement on free expression?
A student has the right to express an idea that other students may find offensive, and those other students have the right to express how offensive they find that idea to be. Public entities have no right to step in and police exchanges of protected speech, and it is better that way.
Who appoints the Kansas Board of Regents?
There are nine members of the Board of Regents (Board), each of whom is appointed by the Governor subject to confirmation by the Senate. By law, one member shall be appointed from each Congressional district with the remaining members appointed at large.
What is a voluntary retirement plan?
A Voluntary Retirement Savings Plan allows you to contribute additional funds to your retirement on a tax-deferred, or after-tax (Roth) basis. Even with Social Security, pension plans, and savings accounts it can be difficult to save enough for retirement.
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What is Investment Agreement for the Kansas Board of Regents Voluntary Retirement Plan?
The Investment Agreement for the Kansas Board of Regents Voluntary Retirement Plan is a document that outlines the terms and conditions under which participants can invest their retirement savings in various investment options offered by the plan.
Who is required to file Investment Agreement for the Kansas Board of Regents Voluntary Retirement Plan?
All eligible employees who are participating in the Kansas Board of Regents Voluntary Retirement Plan are required to file an Investment Agreement to manage their retirement investment options.
How to fill out Investment Agreement for the Kansas Board of Regents Voluntary Retirement Plan?
To fill out the Investment Agreement, participants should provide their personal information, select their desired investment options, and sign the agreement to confirm their choices.
What is the purpose of Investment Agreement for the Kansas Board of Regents Voluntary Retirement Plan?
The purpose of the Investment Agreement is to give participants the ability to customize their retirement investments according to their individual financial goals and risk tolerance.
What information must be reported on Investment Agreement for the Kansas Board of Regents Voluntary Retirement Plan?
Participants must report their name, identification number, chosen investment options, and signatures confirming their agreement as part of the Investment Agreement.
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