Get the free Luzerne Intermediate Unit 403(b) Tax Sheltered Account Program Summary

Discover the 2022 Luzerne Intermediate Unit 403(b) Tax Sheltered Account program, a valuable retirement savings option for eligible employees with tax-deferred growth.

How to fill out luzerne intermediate unit 403b

How to fill out luzerne intermediate unit 403b

1. Obtain the Luzerne Intermediate Unit 403b enrollment form from the HR department or their website.
2. Fill out your personal information accurately, including your name, address, and Social Security number.
3. Select the contribution percentage or amount you wish to defer from your paycheck into the 403b plan.
4. Choose your investment options based on the available funds offered in the plan.
5. Review the information you have provided to ensure it is correct.
6. Sign and date the form to confirm your enrollment in the 403b plan.
7. Submit the completed form to the HR department for processing.

Who needs luzerne intermediate unit 403b?

1. Employees of Luzerne Intermediate Unit seeking to save for retirement on a tax-advantaged basis.
2. Those who want to benefit from employer matching contributions if available.
3. Educators and staff looking for a supplemental retirement investment option.
4. Anyone wanting to prepare for their financial future and reduce taxable income.

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What is luzerne intermediate unit 403b?

The Luzerne Intermediate Unit 403b is a retirement savings plan offered to employees of the Luzerne Intermediate Unit, allowing them to save for retirement on a tax-deferred basis.

Who is required to file luzerne intermediate unit 403b?

Employees of the Luzerne Intermediate Unit who participate in the 403b plan are required to file necessary documents associated with their contributions and plan participation.

How to fill out luzerne intermediate unit 403b?

To fill out the Luzerne Intermediate Unit 403b, employees should complete the enrollment form, provide necessary personal and employment information, select contribution amounts, and choose investment options, then submit it to the plan administrator.

What is the purpose of luzerne intermediate unit 403b?

The purpose of the Luzerne Intermediate Unit 403b is to provide a tax-advantaged retirement savings option for employees to help them save for their future retirement.

What information must be reported on luzerne intermediate unit 403b?

Information required on the Luzerne Intermediate Unit 403b includes employee personal information, salary, contribution amounts, investment choices, and beneficiary designations.