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THE EVERETT CLINIC 401(k) RETIREMENT PLAN NEW ENROLLED FORM 1. PERSONAL INFORMATION (Please print clearly) Name: Employee Number: Date of Hire 2. 401(k) CONTRIBUTION ELECTION 401(k) Pretax Contribution

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How to fill out investment elections for contributions

How to fill out investment elections for contributions:

01

Start by reviewing the investment options available to you. Familiarize yourself with the investment options offered by your employer or retirement plan provider. These options may include mutual funds, stocks, bonds, or target-date funds. Take the time to understand the risk and return potential of each option.

02

Consider your investment goals and risk tolerance. Before making any investment elections, it's important to identify your investment objectives. Are you investing for long-term growth, income, or a combination of both? Additionally, assess your risk tolerance – how comfortable are you with potential fluctuations in the value of your investments? Understanding these factors will help guide your investment decisions.

03

Determine your contribution amount. Decide how much of your salary or income you want to contribute towards your investment elections. Many retirement plans have contribution limits, so make sure you're aware of any restrictions. Additionally, consider whether you want to contribute a fixed dollar amount or a percentage of your salary.

04

Allocate your contributions among investment options. Once you understand your investment options and have determined your contribution amount, divide your contributions among the various investment options available. You can allocate different percentages or amounts to different options based on your investment strategy. Consider diversification to spread your risk across different asset classes.

05

Review and update your investment elections periodically. Keep in mind that your investment goals or circumstances may change over time. It's important to review your investment elections regularly and make any necessary adjustments. This could involve rebalancing your portfolio or changing your contribution amount to align with your current financial situation.

Who needs investment elections for contributions?

Individuals who have access to retirement plans or employer-sponsored investment programs typically need to make investment elections for contributions. This could include employees participating in a 401(k) plan, 403(b) plan, or similar retirement savings plans. Additionally, individuals who have the option to contribute towards investment accounts such as Individual Retirement Accounts (IRAs) may also need to make investment elections. It's important to understand the specific requirements of your retirement plan or investment account and make informed decisions based on your financial goals.

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What is investment elections for contributions?

Investment elections for contributions allow individuals to choose how their contributions are invested.

Who is required to file investment elections for contributions?

Employees who contribute to an employer-sponsored retirement plan are required to file investment elections for contributions.

How to fill out investment elections for contributions?

Employees can typically fill out investment elections for contributions online through their employer's retirement plan portal.

What is the purpose of investment elections for contributions?

The purpose of investment elections for contributions is to give individuals control over how their retirement contributions are invested.

What information must be reported on investment elections for contributions?

Employees must report their investment selections, contribution amounts, and any changes to their investment elections.

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