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457(b) Deferred Compensation Plan Application for Transfer to Guide stone Financial Resources Reset Form 1. PARTICIPANT INFORMATION Participant name: Social Security number (last four digits): Home
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How to fill out 457b deferred compensation plan

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How to fill out 457b deferred compensation plan

01
To fill out a 457b deferred compensation plan, follow these steps:
02
Obtain the necessary enrollment forms from your employer or the plan provider.
03
Provide your personal information such as name, address, Social Security number, and date of birth.
04
Specify your employment details, including your job title, department, and hire date.
05
Indicate the amount you wish to contribute to the plan. This can usually be a percentage of your salary or a fixed dollar amount.
06
Select the investment options for your contributions. These may include different mutual funds, index funds, or target-date funds.
07
Designate your beneficiary. This is the person who will receive the accumulated funds in the event of your death.
08
Review and sign the completed enrollment form.
09
Return the form to your employer or the plan provider as instructed.
10
Keep a copy of the enrollment form for your records.

Who needs 457b deferred compensation plan?

01
A 457b deferred compensation plan is typically available to employees of state and local governments, as well as certain tax-exempt organizations.
02
Individuals who may benefit from a 457b plan include:
03
- Government employees who want to save additional funds for retirement in a tax-advantaged way.
04
- Employees who anticipate having a higher income during their working years and a lower income during retirement.
05
- Individuals who have maxed out contributions to other retirement plans, such as 401(k) or IRA.
06
- Those who desire the flexibility of accessing their funds penalty-free before the age of 59½, subject to certain conditions.
07
However, eligibility and specific benefits of a 457b plan may vary depending on the employer and plan details. It is recommended to consult with a financial advisor or HR representative to determine if a 457b plan is suitable for your situation.
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A 457b deferred compensation plan is a type of retirement plan available to certain employees of state and local governments, as well as tax-exempt organizations.
Employees who are eligible to participate in a 457b deferred compensation plan are required to file it.
To fill out a 457b deferred compensation plan, employees need to provide information about their contributions, investment options, and beneficiary designation.
The purpose of a 457b deferred compensation plan is to help employees save for retirement and defer compensation until they retire.
Information such as contributions, investment earnings, and distributions must be reported on a 457b deferred compensation plan.
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