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403b THRIFT PLAN ENROLLMENT INTEREST
Are you are interested in enrolling in the companies
Mutual of America 403b Retirement Plan?
This is a tax deferred benefit that you can enroll in at any
time
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How to fill out 403b thrift plan enrollment
How to fill out 403b thrift plan enrollment
01
To fill out a 403b thrift plan enrollment, follow these steps:
02
Obtain the enrollment form from your employer or retirement plan administrator.
03
Start by providing personal information such as your full name, address, and social security number.
04
Indicate your employment status and specify the date you started working for your employer.
05
Choose your contribution amount by indicating a percentage or a fixed dollar amount.
06
Select your investment options from the available choices provided by the plan.
07
If you wish to make additional catch-up contributions, specify the desired amount.
08
Review and understand the beneficiary designation section and provide necessary information.
09
Sign and date the enrollment form.
10
Submit the completed form to your employer or retirement plan administrator.
Who needs 403b thrift plan enrollment?
01
The 403b thrift plan enrollment is designed for eligible employees of certain tax-exempt organizations, public schools, and religious organizations. Anyone who meets the eligibility criteria and wishes to save for retirement through a tax-advantaged account can benefit from a 403b thrift plan enrollment.
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What is 403b thrift plan enrollment?
403b thrift plan enrollment is a special type of retirement plan for employees of certain public schools, tax-exempt organizations, and ministers.
Who is required to file 403b thrift plan enrollment?
Employees of eligible organizations are required to file 403b thrift plan enrollment.
How to fill out 403b thrift plan enrollment?
To fill out 403b thrift plan enrollment, employees must provide personal and financial information to their employer or plan administrator.
What is the purpose of 403b thrift plan enrollment?
The purpose of 403b thrift plan enrollment is to help employees save for retirement through pre-tax contributions.
What information must be reported on 403b thrift plan enrollment?
On 403b thrift plan enrollment, employees must report their salary, contribution amount, and investment options.
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