Get the free Menomonee Falls 403b SPD Brochure 00014129DOC 00014129DOC - stanleyboyd k12 wi

2. 50 and over Catch up Contribution A participant age 50 or over (by the end of the calendar plan year) may defer additional amounts to the Plan as an additional catch up contribution. For the 2013,

How to fill out menomonee falls 403b spd

How to fill out Menomonee Falls 403b SPD?

1. Review the document: Take the time to carefully read through the Menomonee Falls 403b SPD (Summary Plan Description) beforehand. Familiarize yourself with the various sections and requirements outlined.
2. Gather necessary information: Collect all the required information and documents you will need to fill out the Menomonee Falls 403b SPD. This may include personal identification details, employment records, and financial information.
3. Complete personal details: Start by filling out the personal details section of the form. This typically includes your name, address, date of birth, and social security number. Ensure that all information provided is accurate and up to date.
4. Employment information: Provide details about your current position or any past employment associated with the Menomonee Falls 403b plan. This may include your job title, dates of employment, and any specific plan options you had chosen previously.
5. Contribution details: Indicate the contribution amount you wish to make to the Menomonee Falls 403b plan. This could be a fixed percentage of your salary or a specific dollar amount. Make sure to follow any guidelines or limits set by the plan.
6. Beneficiary designation: Determine and designate the beneficiaries who will receive the benefits of your Menomonee Falls 403b plan in the event of your death. Provide their names, relationship to you, and contact information.
7. Investment options: Select the investment options that best align with your long-term financial goals. The Menomonee Falls 403b SPD may list various investment vehicles, such as mutual funds or annuities, from which you can choose.
8. Review and sign: Carefully review all the information you have provided to ensure its accuracy. If everything looks correct, sign and date the Menomonee Falls 403b SPD form. This indicates your agreement to its terms and conditions.

Who needs Menomonee Falls 403b SPD?

1. Employees: Menomonee Falls 403b SPD is essential for employees who work for employers offering this retirement savings plan. It is typically available to public school employees, certain tax-exempt organizations, and ministers.
2. Individuals planning for retirement: Those who are actively saving for retirement or want to start saving will find Menomonee Falls 403b SPD beneficial. It allows individuals to contribute a portion of their income pre-tax, potentially reducing their taxable income while building retirement savings.
3. Financially conscious individuals: People who understand the importance of retirement planning and want to take advantage of tax advantages and employer contributions should consider Menomonee Falls 403b SPD. This plan offers potential tax-deferred growth and employer-matching contributions.

Remember, it is always recommended to consult with a financial advisor or HR representative to ensure you understand the specific details and options associated with the Menomonee Falls 403b SPD.

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