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ABC Company Retirement Plan

ABC Company Retirement Plan 2026

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The document outlines the process for designating beneficiaries for the University of Georgia 403(b) Deferred Compensation Plan. It includes steps for providing personal information, naming primary and secondary beneficiaries, and understanding the implications of these designations. The form emphasizes that beneficiary designations apply only to specific investment products and details how benefits will be distributed among beneficiaries.

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Click ‘Get Form’ to open the ABC Company Retirement Plan in the editor.
Begin by providing your personal information. Fill in your title, name, Social Security number, address, birth date, date of hire, marital status, daytime and evening phone numbers, occupation, and work hours.
Next, designate your beneficiary(ies). For each beneficiary, enter their name, Social Security number, share percentage, address, relationship to you, and date of birth. If you have more beneficiaries than space allows, list them on a separate sheet and attach it.
Read the beneficiary statements carefully. Ensure you understand how your designations will affect the distribution of benefits.
Finally, sign and date the form to certify that you agree to the terms outlined. Make sure all information is accurate before submission.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What happens to your retirement plan when you leave your job?

Once you leave a job where you have a 401(k), you can no longer make contributions to the plan and no longer receive the match. There may be better investment vehicles out there 401(k) plans may have higher fees, limited investment options and strict withdrawal rules.

Is a 403b better than a 401k?

401(k) plans and 403(b) plans offer very similar benefits. As such, one isnt really better than the other. The main difference is that each plan is offered to employees of different types of companies. Another key difference between the plans is that 403(b) plans also offer a $15,000 catch-up.

What are the disadvantages of a 403b?

There are two main disadvantages of a 401k plan: Cost. There are often very high fees associated with 401k plans. Thats one (of several) reasons it is a good idea to roll the money into an IRA account when you leave the employer. Limited options.

What is the difference between a 401k and a 403b retirement plan?

403(b) plans and 401(k) plans are very similar but with one key difference: whom theyre offered to. While 401(k) plans are primarily offered to employees in for-profit companies, 403(b) plans are offered to not-for-profit organizations and government employees.

Which is better, a 401k or a retirement plan?

A 401(k) is usually better if you have an employer match, plan loans, and discounted investment options. The 401(k) plans are also better for high earners because they dont restrict the tax benefits.

How does a company retirement plan work?

A 401(k) plan is a qualified plan that includes a feature allowing an employee to elect to have the employer contribute a portion of the employees wages to an individual account under the plan. The underlying plan can be a profit-sharing, stock bonus, pre-ERISA money purchase pension, or a rural cooperative plan.

ABC Company Retirement Plan 2026

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