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SMART Local 265 Supplemental Retirement Savings Plan 401(k) Enrollment and Deferral Election Form as of January 1, 2024 Print or type all information. This enrollment form must be returned to your

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How to fill out 401k enrollment and deferral

01

Obtain the 401k enrollment and deferral form from your employer.

02

Fill in your personal information such as name, address, Social Security number, and date of birth.

03

Choose your contribution amount or percentage to defer from your paycheck into the 401k plan.

04

Select your investment options from the available funds provided.

05

Sign and date the form before submitting it to the HR or benefits department.

Who needs 401k enrollment and deferral?

01

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

02

Employers who offer a 401k plan as part of their benefits package.

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What is 401k enrollment and deferral?

401k enrollment refers to the process of registering employees to participate in a 401k retirement savings plan, while deferral refers to the portion of an employee's salary that is withheld and contributed to the 401k plan.

Who is required to file 401k enrollment and deferral?

Employers offering a 401k plan are required to file related documents, and employees who wish to participate must complete the enrollment process.

How to fill out 401k enrollment and deferral?

To fill out 401k enrollment and deferral, employees typically need to provide personal information, choose their contribution rate, select investment options, and sign the necessary forms.

What is the purpose of 401k enrollment and deferral?

The purpose of 401k enrollment and deferral is to enable employees to save for retirement on a tax-advantaged basis, promoting long-term financial security.

What information must be reported on 401k enrollment and deferral?

Important information includes employee details, contribution amounts, employer matching contributions, investment selections, and the plan's terms and conditions.

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