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Alight (Aon Hewitt) SDA Packet TABLE OF CONTENTSSDBA GENERAL ADVISOR GUIDE OPENING A SELF-DIRECTED BROKERAGE ACCOUNT HIM NEW CLIENT DOCS HIM INVESTMENT MODEL REQUEST ALIGHT (HEWITT) 3RD PARTY TRADING

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How to fill out alight aon hewitt sdba

01

To fill out Alight Aon Hewitt SDBA, follow these steps:

02

Access the Alight Aon Hewitt SDBA website.

03

Log in using your credentials.

04

Navigate to the SDBA section of the website.

05

Click on the 'Fill out SDBA' option.

06

Provide the required information, such as personal details, investment preferences, and beneficiary information.

07

Review the filled-out form for accuracy.

08

Submit the form.

09

You may receive a confirmation message or email indicating the successful submission of the SDBA form.

Who needs alight aon hewitt sdba?

01

Alight Aon Hewitt SDBA is typically needed by employees who have a retirement plan with Aon Hewitt and are interested in self-directed brokerage accounts.

02

It can also be useful for individuals who want more control over their retirement investments and prefer to manage their own brokerage account within their retirement plan.

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What is alight aon hewitt sdba?

Alight Aon Hewitt SDBA stands for Alight Solutions Aon Hewitt Special Direct Benefit Account. It is a type of retirement savings account provided by Alight Solutions.

Who is required to file alight aon hewitt sdba?

Employees who participate in the Special Direct Benefit Account program offered by Alight Solutions are required to file their account information.

How to fill out alight aon hewitt sdba?

To fill out the Alight Aon Hewitt SDBA, employees need to provide their personal information, beneficiary details, and make investment decisions within the account.

What is the purpose of alight aon hewitt sdba?

The purpose of Alight Aon Hewitt SDBA is to help employees save for retirement by providing a tax-advantaged investment account.

What information must be reported on alight aon hewitt sdba?

Employees must report their contribution amounts, investment selections, and beneficiary information on the Alight Aon Hewitt SDBA.

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