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RECURRING DISTRIBUTION REQUEST Individual 401(k) Plans (888) 205 6036 (505) 2883905 Envelope operations horizon trust. Compressing Options: (If no option selected, Normal Processing will apply.) Normal
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How to fill out dc plan re-enrollment a

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How to fill out dc plan re-enrollment a

01
Log in to your account on the DC plan website.
02
Navigate to the section for re-enrollment.
03
Review the information provided about the re-enrollment process.
04
Make any necessary updates or changes to your account information.
05
Select the investment options for your plan.
06
Confirm your selections and any additional required information.
07
Save your changes and submit the re-enrollment form.
08
Review the confirmation page to ensure your re-enrollment was successful.

Who needs dc plan re-enrollment a?

01
DC plan participants who are required to re-enroll in the plan.
02
Participants who have experienced a change in their employment status or eligibility for the plan.
03
Participants who want to make updates or changes to their investment options.
04
Participants who have received a notification or communication from the plan administrator regarding the re-enrollment process.
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DC plan re-enrollment is the process through which participants in a defined contribution plan are required to confirm or update their investment elections and contributions.
Employers sponsoring a defined contribution plan with participants subject to re-enrollment requirements are required to file DC plan re-enrollment A.
To fill out DC plan re-enrollment A, employers must provide information on participants' investment selections, contribution rates, and any changes in plan structure or options.
The purpose of DC plan re-enrollment A is to ensure that participants are aware of their investment options and to encourage them to actively manage their retirement savings.
DC plan re-enrollment A must report participant account balances, investment choices, contribution percentages, and any opt-in or opt-out decisions made by participants.
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