Simple IRA - Company Matched (free money!)

As an employee of Pro-Turf Landscaping, you are eligible to sign up for our SIMPLE IRA retirement plan after 1 year of employment.  The company will match 100% of your contributions, up to 3% of your income.

Participation Notice

Check in with the office for an information packet or use the links below.

Plan Summary - READ THIS!

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:

Transfer Form

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.

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