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SUMMARY PLAN DESCRIPTION AMBERTON UNIVERSITY

SUMMARY PLAN DESCRIPTION AMBERTON UNIVERSITY 2025

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The document is a summary plan description for the Amberton University Pension Plan and Trust, effective June 1, 2009. It outlines the plan's administration, participation eligibility, service rules, contributions, benefits upon retirement, disability, death, and termination of employment. It also details the determination of vested interest, investment of accounts, tax withholding on benefits, claims procedures for benefits, non-alienation of benefits, and rights under ERISA. The plan is designed to provide retirement benefits to eligible employees of Amberton University.

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Click ‘Get Form’ to open it in the editor.
Begin with the 'INTRODUCTION' section. Familiarize yourself with the type of plan and its purpose. This will help you understand the context of the information you need to provide.
Move to 'PLAN ADMINISTRATION'. Fill in your details where required, ensuring accuracy in sections like Plan Trustees and Administrator contact information.
In 'PLAN PARTICIPATION', indicate your eligibility status. Review the General Eligibility Requirements and ensure you meet them before entering your participation date.
Proceed to 'SERVICE RULES'. Here, document your Years of Service accurately, as this affects your eligibility and benefits.
Complete the 'CONTRIBUTIONS AND ALLOCATIONS' section by detailing any employer contributions applicable to you.
Finally, review all sections for completeness and accuracy before saving or submitting your form through our platform.

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Who gets a summary plan description?

Here are 7 places to find old 401(k)s and regain access to your savings. Your previous employer. Your previous plan administrator. Your states unclaimed property database. The Pension Benefit Guaranty Corporation (PBGC) The Employee Benefits Security Administration (EBSA) Abandoned Plan Program.

What is a 401(k) summary plan description?

Who gets a summary plan description? Employers have to give SPDs to everyone enrolled in a benefit plan. That includes employees, retirees, and sometimes even beneficiarieslike spouses or dependentsif theyre eligible for benefits.

How to get 401k summary plan description?

When you are first hired, you should receive an SPD covering your new employers health care and retirement benefits within 90 days. 1 The company may distribute the document to you electronically if you regularly use a computer at work or as a hard copy.

How do I get a 401k summary plan description?

The SPD includes such information as: Name and type of plan. Plans requirements regarding eligibility. Description of benefits and when participants have a right to those benefits.