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Utah Retirement Systems PO Box 1590 Salt Lake City, Utah 841101590 8013667720 or 8006884015 Fax 8013667445 or 8007537445 Email: DC plans×URS.org www.urs.orgENROLLMENT CONTRACT 401(k) or 457 PRE-INSTRUCTIONS:

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How to fill out 401k or 457 plan

01

Start by enrolling in your employer's 401k or 457 plan.

02

Review the available investment options and choose how much of your pre-tax income you want to contribute.

03

Consider contributing enough to at least take full advantage of any employer matching contributions.

04

Fill out the necessary paperwork provided by your employer to designate your investment options and contribution amount.

05

Determine how you want your contributions to be invested based on your risk tolerance and long-term financial goals.

06

Monitor your account regularly and make adjustments as needed to align with changing circumstances or investment objectives.

07

Consider consulting with a financial advisor to ensure you are maximizing the benefits of your 401k or 457 plan.

08

Keep track of any legal and tax changes that may impact your plan and adjust your strategy accordingly.

Who needs 401k or 457 plan?

01

Anyone who wants to save for retirement and take advantage of potential tax benefits should consider a 401k or 457 plan.

02

Employees who work for organizations offering these plans are eligible to participate.

03

Individuals who have long-term financial goals, such as building a retirement nest egg, can benefit from these plans.

04

Those who want to take advantage of employer matching contributions and tax-deferred growth should also consider these plans.

05

Even self-employed individuals may have access to certain types of retirement plans, like a solo 401k.

06

Ultimately, anyone who wants to secure their financial future and make use of retirement savings vehicles should explore and consider a 401k or 457 plan.

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What is 401k or 457 plan?

401k and 457 plans are retirement savings plans offered by employers to help employees save for retirement. Contributions to these plans are typically taken directly from an employee's paycheck before taxes are applied.

Who is required to file 401k or 457 plan?

Employers are typically responsible for setting up and administering 401k and 457 plans for their employees. Employees can choose to participate in these plans but are not required to.

How to fill out 401k or 457 plan?

Employees can typically enroll in a 401k or 457 plan through their employer's HR department. They will need to decide how much to contribute from each paycheck and choose their investment options.

What is the purpose of 401k or 457 plan?

The purpose of 401k and 457 plans is to allow employees to save for retirement in a tax-advantaged way. These plans also often come with employer matching contributions, making them a valuable benefit.

What information must be reported on 401k or 457 plan?

401k and 457 plans typically require reporting of contributions made by both the employee and the employer, investment choices, and account balances.

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