Simple IRA - Company Matched (free money!)
Check in with the office for an information packet or use the links below.
Brochure (Very Important Information!)
Supplemental Information (Probably Read This Too)
PAPERWORK NEEDED TO SIGN UP:
FORM: Application - Required
FORM: Salary Reduction Agreement - Required
Funds Options: http://fidelity.com/simplefunds
(optional, but must add up to 100%)
Fill out both forms completely, and return to the office. You will be signed up for your SIMPLE IRA plan within 10-14 business days and contributions will start in the first paycheck of the next quarter (Jan 1, Apr 1, Jun 1, Sept 1)
If you need access to a computer to fill out & print these forms, please stop by the office. If you would like a printed version, please ask Andrea.
PAPERWORK TO TRANSFER TO/FROM ANOTHER IRA/401K:
Is an IRA the same as a 401k?
While both plans provide income in retirement, each plan is administered under different rules. A 401K is a type of employer retirement account. An IRA is an individual retirement account.