Beneficiary Designation Form to your local Human Resources department. You may obtain a form by selecting "Forms" from the menu above.

You may contact Putnam Investments at 1-877-JIB-401K (1-877-542-4015) 24 hours a day, 7 days a week to obtain account balance information, to change investment funds, or to request a distribution or loan. Remember to have your PIN number available when you call. You may also obtain your account balance online at www.ibenefitcenter.mercerhrs.com. Yes, and it varies by year in accordance with IRS regulations. See similar questions...

In order to view your balance, go to our home page and click on "Manage Your Account." Enter your Social Security Number (SSN) (without hyphens) and your Personal Identification Number (PIN). The default PIN Number is the last four digits of your SSN. You may change your User ID and PIN once you have already logged into your account. Send us a fax with a note explaining you need your PIN Reset. Include your full name, SSN, date of birth, phone number and signature. See similar questions...

It is not necessary to designate a beneficiary. However, should you wish to do so, please forward the following details in writing to BerkelyCare, 159 E. County Line Road, Hatboro, PA 19040: full name of the insured, phone number, street address; program name and UATP membership number; name(s) of beneficiary(ies); if multiple beneficiaries, percentage per beneficiary; and signature of the insured. See similar questions...

A 401(k) plan is a defined contribution plan that is a cash or deferred arrangement. You can elect to defer receiving a portion of your salary which is instead contributed on your behalf, before taxes, to the 401(k) plan. Sometimes the employer may match your contributions. There are special rules governing the operation of a 401(k) plan. For example, there is a dollar limit on the amount you may elect to defer each year. The dollar limit is $11,000. See similar questions...

The University provides employees with fringe benefits. Generally, benefits relate to retirement, health insurance, disability insurance, and life insurance. For retirement and life insurance, an employee may designate one or more beneficiaries to receive a benefit in the event of the employee’s death. An employee can change a beneficiary designation at any time. See similar questions...

In many instances, as long as the shares were purchased during the class period. However, you should make sure the Plan is not filing a claim on behalf of all class purchases. If you are no longer in a Plan, ask the Plan Administrator whether you should file on your own behalf. That depends on the Plan of Allocation in the case. Sometimes transactions with gains have a zero recognized claim. We Are ProudWe are proud to be ranked consistently among the top accounting firms in the Delaware Valley. See similar questions...

MATRIX does not require participants to close out their accounts upon ending contract employment. You may therefore either (1) leave your 401(k) account active with Great-West, or (2) close your account and transfer your monies to either an IRA, another qualified 401(k) plan or cash out. See similar questions...

Yes. You can open these accounts directly with the fund by downloading an application from the website, calling our toll-free number, 1-800-930-3828 or through any one of the participating brokers. See similar questions...

No. Only monies from a participant's prior Roth 401(k) qualified retirement account can be rolled over into a participant's Roth 401(k) account within your Plan. See similar questions...

No. But your participation ensures that you will be on the list of shareholders who are notified of how to claim their share of any recovery. You also have the right to pursue a claim individually, although it may not be efficient for you to do so from an economic standpoint. See similar questions...

You may name as your beneficiary any person with an insurable interest in your life. Once you have named a beneficiary and cashed a retirement check, you are not allowed to change your beneficiary selection. See similar questions...

No, current IRS regulations do not allow you to transfer funds between these two tax-favored accounts. See similar questions...

No. It is up to you as to how much money you would like to contribute to your Health Savings Account or 401(k), subject to each plan's limits. A Savings Maximizer tool will be available in September to help you plan your savings. After you estimate your potential costs, the Savings Maximizer tool can help you consider how much to contribute to your various savings accounts - for example, HSA, limited purpose Health Care FSA, and 401(k). See similar questions...

You may avoid probate on the transfer of some assets at your death through the use of beneficiary designations. Laws regarding what assets may be transferred without probate (non-probate transfer laws) vary from state to state. Some common examples include life insurance death benefits and bank accounts. See similar questions...

Upon retirement, if you are married, your spouse will automatically be your beneficiary for benefits that may be payable should you die after you have begun receiving pension payments. See similar questions...

A 401(k) is a fairly simple plan. It is set up by your employer as a set contribution retirement agreement. That means you are the one who pays into the plan, although your employer and the plan provider who offers your 401(k) do just about all the work. Your 401(k) contribution is automatically deducted from your paycheck each pay period. This money is taken out and invested before your paycheck is taxed. See similar questions...