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403(b) Retirement Savings Plan402 South Kentucky Ave., Suite 500, Lakeland, FL 33801 866.873.4240 Fax 863.688.4200 www.midamerica.bizQuestions? Call our Service Center at 18668734240Salary Reduction
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Start by reviewing your plan highlights, which are the key points or main features of your plan.
02
Read through each highlight carefully and make sure you understand what it means.
03
If there are any terms or concepts that you're unfamiliar with, look them up or ask for clarification.
04
Consider how each highlight relates to your overall plan goals and objectives.
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Think about the impact or potential benefits of each highlight on your plan.
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Evaluate the strengths and weaknesses of each highlight in relation to your specific needs and circumstances.
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Take notes or create a summary of your thoughts and observations for each highlight.
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Consider seeking input or advice from professionals or experts in the field if needed.
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Use your analysis and reflections to make informed decisions or adjustments to your plan as necessary.
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Review your plan highlights periodically to ensure they still align with your goals and priorities.

Who needs review your plan highlights?

01
Anyone who has a financial or strategic plan can benefit from reviewing their plan highlights.
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This includes individuals, families, businesses, organizations, and even governments.
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Reviewing plan highlights helps to assess the effectiveness and relevance of the plan, identify areas for improvement or adjustment, and make informed decisions.
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It is particularly important for individuals or entities who want to ensure that their plan is still well-suited to their current needs, circumstances, and goals.
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Review your plan highlights is a document that summarizes the key points of a plan or project.
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