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EMORY UNIVERSITY 457(B) PLAN INSTRUCTIONS OPEN YOUR DEFERRED COMPENSATION ACCOUNT NEED HELP? Call 800 TANCRED (800 8422273) Monday to Friday from 8 a.m. to 10 p.m., and Saturday from 9 a.m. to 6 p.m.

How to fill out emory university 457b plan

How to fill out Emory University 457b plan:

1. Gather all necessary information: Before starting the process of filling out the Emory University 457b plan, gather all the required information, including personal details, employment information, and beneficiary information.
2. Understand the investment options: Familiarize yourself with the investment options available within the 457b plan. Emory University may offer various investment options such as mutual funds or target-date funds. Research and choose the investment options best suited to your financial goals and risk tolerance.
3. Complete the enrollment forms: Obtain the necessary enrollment forms from Emory University's HR department or plan administrator. Fill out the forms accurately and thoroughly, providing all the required information, such as your name, address, Social Security Number, and contribution amount.
4. Nominate beneficiaries: In the enrollment forms, designate your beneficiaries who will receive the funds from the 457b plan in case of your death. Fill in the required information for each beneficiary, such as their name, relationship to you, and their contact details.
5. Determine contribution amount: Decide how much you want to contribute to the 457b plan. Consider factors like your financial goals, income level, and other retirement savings you may have. Keep in mind that there are contribution limits set by the IRS each year.
6. Review and sign the forms: Carefully review all the information you have provided on the enrollment forms. Ensure accuracy and completeness before signing the forms. If possible, seek guidance from a financial advisor or the plan's administrator to ensure you understand the terms and conditions.

Who needs Emory University 457b plan:

1. Emory University employees: Emory University 457b plan is primarily designed for employees of Emory University. It allows them to save for retirement while enjoying potential tax advantages.
2. Individuals seeking tax advantages: The Emory University 457b plan offers tax advantages, including potential tax-deferred growth of contributions and the ability to make pre-tax contributions. Individuals looking to maximize their retirement savings while reducing their taxable income may find this plan beneficial.
3. Those planning for retirement: The Emory University 457b plan provides an opportunity for individuals to save for retirement. It allows them to contribute a portion of their income towards their retirement goals, helping them build a nest egg for their future.

Please note that it is always advisable to consult with a financial advisor or a plan administrator for specific guidance tailored to your individual needs and circumstances.

For pdfFiller’s FAQs

What is emory university 457b plan?

The Emory University 457b plan is a retirement savings plan available to employees of Emory University.

Who is required to file emory university 457b plan?

Employees of Emory University who are eligible to participate in the 457b plan are required to file the plan.

How to fill out emory university 457b plan?

To fill out the Emory University 457b plan, eligible employees must provide information about their contributions, investment choices, and beneficiary designations.

What is the purpose of emory university 457b plan?

The purpose of the Emory University 457b plan is to provide employees with a tax-advantaged way to save for retirement.

What information must be reported on emory university 457b plan?

The Emory University 457b plan requires information about employee contributions, investment earnings, beneficiary designations, and withdrawals.

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