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THE GEORGE WASHINGTON UNIVERSITYSUPPLEMENTAL RETIREMENT PLAN SUMMARY PLAN DESCRIPTION(403(b) PLAN)April 2016DB1/ 86457855.4TABLE OF CONTENTS Page INTRODUCTION.........................................................................................................................................................................

How to fill out 403b plan

How to fill out 403b plan

1. Start by gathering all necessary documents such as personal identification, social security number, and employment information.
2. Contact your employer or HR department to obtain the 403b plan enrollment form.
3. Read through the enrollment form carefully, paying attention to sections regarding contribution limits, investment options, and beneficiary designations.
4. Complete the enrollment form accurately, providing all required information.
5. Decide on the contribution amount you wish to make to your 403b plan and indicate it on the form.
6. Choose your investment options based on your risk tolerance and retirement goals. Seek professional financial advice if needed.
7. Review your beneficiary designations and ensure they reflect your preferences.
8. Submit the completed enrollment form to your employer or HR department as instructed.
9. Monitor your 403b plan regularly, making any necessary adjustments to your investment choices or contribution amounts.
10. Stay informed about any updates or changes to 403b plan regulations and take appropriate action if required.

Who needs 403b plan?

1. Employees of public schools, colleges, universities, and certain nonprofit organizations are generally eligible for a 403b plan.
2. Teachers, school administrators, librarians, professors, clergy, and hospital employees are some examples of individuals who may benefit from a 403b plan.
3. Individuals who want to save for retirement and have access to a 403b plan through their employer can make use of this retirement savings option.
4. Those who wish to benefit from tax advantages associated with contributing pre-tax income to a retirement account may find a 403b plan suitable.
5. People who believe in long-term savings and want to ensure their financial security during retirement can consider a 403b plan.

For pdfFiller’s FAQs

What is 403b plan?

403b plan is a retirement savings plan for certain employees of public schools, tax-exempt organizations, and certain ministers.

Who is required to file 403b plan?

Employers of eligible employees are required to offer a 403b plan.

How to fill out 403b plan?

Employees can choose to contribute a portion of their salary to their 403b plan through payroll deductions.

What is the purpose of 403b plan?

The purpose of a 403b plan is to help employees save for retirement in a tax-advantaged way.

What information must be reported on 403b plan?

Information such as employee contributions, employer contributions, and investment earnings must be reported on a 403b plan.

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