Get the free Menomonee Falls 457b SPD Brochure 00014130DOC 00014130DOC

Example 3 Year Rule (As of January 2013) If you will be 65 in 2016, you may contribute the least of the following in 2013: (a) (b) $33,500; or $17,500 + ($17,000 minus the amount you contributed in

How to fill out menomonee falls 457b spd

How to Fill Out Menomonee Falls 457b SPD:

1. Start by gathering all the necessary documents and information. This may include your personal details such as name, address, and social security number, as well as information about your employment and compensation.
2. Read the Menomonee Falls 457b Summary Plan Description (SPD) thoroughly. It is important to understand the terms, conditions, and benefits associated with this retirement plan.
3. Locate the sections of the SPD that require your input. This may include sections related to beneficiary designations, contribution elections, investment options, and distribution options.
4. Fill out the beneficiary designation form accurately. Be sure to provide the names, contact information, and relationship to each beneficiary you wish to designate.
5. If you want to contribute to the Menomonee Falls 457b plan, indicate your contribution elections. This may include choosing a percentage or specific dollar amount to regularly contribute from your salary.
6. Review the available investment options and select the ones that align with your financial goals and risk tolerance. Consider diversifying your investment portfolio for better long-term returns.
7. Understand the distribution options outlined in the SPD. If you are approaching retirement age, indicate your preferred distribution method and any special considerations you may have.
8. Double-check all the information you have provided to ensure accuracy and completeness. Look for any errors or omissions that need to be corrected.
9. Sign and date the completed Menomonee Falls 457b SPD. In some cases, you may need to obtain a witness or have your signature notarized. Follow the instructions provided.
10. Submit the filled-out SPD according to the instructions provided. This may involve mailing it to the designated address or submitting it electronically through an online portal.

Who Needs Menomonee Falls 457b SPD:

1. Menomonee Falls employees: The Menomonee Falls 457b SPD is specifically designed for employees of Menomonee Falls. If you are employed by the Menomonee Falls government or school district, you may be eligible to participate in this retirement plan.
2. Individuals seeking additional retirement savings: If you already have a 401(k) or other retirement account but want to further supplement your savings, the Menomonee Falls 457b plan can provide an additional avenue for long-term financial security.
3. Those looking for tax advantages: The Menomonee Falls 457b plan offers certain tax advantages, such as tax-deferred growth and potential tax savings on contributions. If you are interested in maximizing your tax benefits while saving for retirement, this plan may be suitable for you.
4. Employees wanting employer matches: While the Menomonee Falls 457b plan does not offer employer matches, some employees may have access to a separate 457b plan with a matching contribution from their employer. If this applies to you, it is important to understand the differences and consider whether the Menomonee Falls plan aligns with your retirement goals.

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What is menomonee falls 457b spd?

The Menomonee Falls 457b SPD is a Summary Plan Description outlining the details of the 457b retirement plan offered in Menomonee Falls.

Who is required to file menomonee falls 457b spd?

Employers sponsoring the Menomonee Falls 457b retirement plan are required to file the SPD.

How to fill out menomonee falls 457b spd?

The Menomonee Falls 457b SPD can be filled out by providing the required plan information, details about contributions, benefits, eligibility, and other relevant information.

What is the purpose of menomonee falls 457b spd?

The purpose of the Menomonee Falls 457b SPD is to inform plan participants about the plan's provisions, rights, and benefits in an easy-to-understand format.

What information must be reported on menomonee falls 457b spd?

The Menomonee Falls 457b SPD must include information about the plan's eligibility criteria, contribution details, vesting schedule, investment options, distribution rules, and other important plan features.