UTAH RETIREMENT SYSTEMS 401(K) WITHDRAWAL

Since the Elevator Constructors Annuity and 401(k) Retirement Plan is a tax-exempt trust and the 401(k) portion of the Plan is a qualified 401(k) plan, you are not subject to

Fidelity Portfolio Advisory Service at Work is a service of Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company. This service

If you elect to receive periodic payments and, in the future, wish to receive a partial lump-sum payment from your balance, complete the Distribution Request form to receive

• Take control of your retirement by maximizing your retirement savings in your employer’s plan – such as a 401(k), Roth 401(k), 403(b), Roth 403(b) or 457 plan – or one of

For example, if you participate in your employer's plan for 10 years, retire and receive your entire Roth 401(k) account balance as a qualified distribution, and then are rehired

With the new Roth 401(k) feature, teammates will continue to have one 401(k) Retirement Savings Plan, but will now be able to make contributions to the Plan on a pretax

If you are rolling over retirement funds from a Roth 401(k), you will need to complete the BB&T Corporation 401(k) Savings Plan Rollover Forms for Roth Contributions.. INCOMPLETE

This option is available to you when you elect to receive your Retirement Program benefit and your 401(k) account balance is more than $1,000.. Once you terminate employment, this is