Simple IRA - Company Matched (free money!)
Check in with the office for an information packet or use the links below.
PAPERWORK NEEDED TO SIGN UP:
FORM: Application - 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.