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Page 1 of 4DEFERRED COMPENSATION 457, 401(k) & 401(a) REQUIRED MINIMUM DISTRIBUTION (RED) FORM nyc.gov/deferredcomp(212) 3067760 Please Print Black Ink Preferred Complete this form only if you are

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How to fill out 401k and profit-sharing plan

01

Enroll in your employer's 401k and profit-sharing plan by completing the necessary forms provided by the HR department.

02

Decide on the contribution amount you want to make to your 401k and profit-sharing plan, keeping in mind any matching contributions offered by your employer.

03

Select the investment options that align with your financial goals and risk tolerance within the plan.

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Review and update your investment choices periodically to ensure they continue to meet your financial objectives.

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Monitor your account regularly and seek advice from a financial advisor if needed.

Who needs 401k and profit-sharing plan?

01

Employees who want to save for retirement in a tax-advantaged manner.

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Employers looking to provide a valuable benefit to their employees and attract top talent.

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Individuals who want to take advantage of employer matching contributions and grow their retirement savings efficiently.

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What is 401k and profit-sharing plan?

401k and profit-sharing plans are retirement savings plans offered by employers to help employees save for retirement. Contributions to these plans are made by the employee, the employer, or both.

Who is required to file 401k and profit-sharing plan?

Employers who offer 401k and profit-sharing plans are required to file Form 5500 annually with the IRS and the Department of Labor.

How to fill out 401k and profit-sharing plan?

Employers must gather and report information about the plan, contributions, participants, and other relevant details on Form 5500. The form can be filed electronically or by mail.

What is the purpose of 401k and profit-sharing plan?

The purpose of 401k and profit-sharing plans is to provide a retirement savings vehicle for employees and help them secure their financial future after they retire.

What information must be reported on 401k and profit-sharing plan?

Information such as plan assets, contributions, participants, and other relevant details must be reported on Form 5500 for 401k and profit-sharing plans.

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