Page 164 - 2021-2022 New Hire Benefits
P. 164
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CanItakeadistributionofmyaccountbalanceifIamstillworkingwhenIreachnormalretirementage? .....
CanItakeadistributionofmyaccountbalancewhenIreachage59.5? .........................................................
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CanItakeadistributionofmyaccountbalancewhilestillworkingatanytime? ............................................
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CanItakeadistributionofmyElectiveDeferralswhilestillworkingifIamcalledtoactiveduty? ................
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CanItakeadistributionofmyaccountbalancewhilestillworkingifIincurahardship? ...............................
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ArethererequirementsImustmeettotakeahardshipdistribution? ................................................................
CanItakealoanfromthePlan? .....................................................................................................................
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ArethereanyfurtherlimitationsorconditionsforwhenIcantakeadistributionfromthePlanwhilestill
employed? ......................................................................................................................................................
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Whatformcanmyin-servicedistributionbetakenin? ...................................................................................
Arethereanyadditionallimitationsorotherprovisionsthatapplytotakingaloan? .......................................
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INVESTMENTS ...............................................................................................................................................
CanIdirecthowmyaccountbalanceswillbeinvested? .................................................................................
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HowoftencanIchangemyinvestmentelection? ...........................................................................................
Whattypeofaccountswillmyaccountbalancebeinvestedin? ......................................................................
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HowwillmyaccountbalancesbeinvestedifIdonotmakeaninvestmentelection? ......................................
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DoesthePlanAdministratorintendthatthePlanwillmeettherequirementstobea404(c) plan?...................
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HowoftendoesthePlanAdministratordeterminehowmuchmybenefitinthePlanisworth? .......................
MISCELLANEOUS ..........................................................................................................................................
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DomesticRelationsOrders .............................................................................................................................
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Insurance ........................................................................................................................................................ 8
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AdministratorDiscretion ................................................................................................................................
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PlanisNotaContractofEmployment ............................................................................................................
Waiver ...........................................................................................................................................................
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Errors .............................................................................................................................................................
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Fees ................................................................................................................................................................
ADMINISTRATIVEINFORMATION .............................................................................................................
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PlanSponsor ..................................................................................................................................................
PlanAdministrator .........................................................................................................................................
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Custodian .......................................................................................................................................................
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AgentforLegalService ..................................................................................................................................
PlanNumber ..................................................................................................................................................
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PlanandFiscalYear .......................................................................................................................................
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ClaimsProcedure ...........................................................................................................................................
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YourRightsUnderERISA ...........................................................................................................................
DEFINITIONS ................................................................................................................................................
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Account ........................................................................................................................................................
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12
Beneficiary ...................................................................................................................................................
Compensation............................................................................................................................................... 12
Disability ......................................................................................................................................................
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ElectiveDeferrals .........................................................................................................................................
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HighlyCompensatedEmployee ....................................................................................................................
MatchingContributions ................................................................................................................................
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NormalRetirementAge ................................................................................................................................
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PlanYear .....................................................................................................................................................
13
13
QualifiedJointandSurvivorAnnuity ...........................................................................................................
QualifiedPre-RetirementSurvivorAnnuity ..................................................................................................
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RolloverContribution ...................................................................................................................................
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