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  • Fidelity Amendments To Basic Plan Document No Form 2014

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As Trustee and agrees to the fees set forth in the Fidelity time to time. The Employer hereby directs the Trustee to invest in Fidelity Cash Reserves any funds of the Plan that are Fidelity Retirement Plan Basic Plan Document No. 03. Failure to fill out this Adoption Agreement properly may result in the disqualification of the Plan. The Prototype Sponsor shall inform the adopting Employer of any amendments made to the Plan or of the discontinuanc.

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Rebalancing How-To Financial planners recommend you rebalance at least once a year and no more than four times a year. One easy way to do it is to pick the same day each year or each quarter, and make that your day to rebalance.

Can you change 401(k) contributions at any time? Most employers allow employees to change their 401(k) contributions at any time. However, some employers only let their employees change the amount of 401(k) contributions once a year.

Can You Change Your 401(k) Contribution at Any Time? While the opportunity to make changes to some employee benefits, like health insurance, are generally only offered once a year during so-called open enrollment periods, many plans allow participants to change the amount of their 401(k) contributions at any point.

Rebalancing your portfolio, or changing how much you have in different assets, is another vital component of protecting retirement savings from crashes. The idea is that over time, some investments may fare better than others, changing the percentage of money in each asset and potentially exposing you to more risk.

Every 401(k) plan lets you decide how to invest the contributions you make. Some plans also let you decide how to invest your employer's matching contributions, but others let the employer make that choice. That includes the right to provide the match in company stock.

If you prefer, you can make these changes by phone; call Fidelity at 1-800-343-0860/V and 1-800-259-9734/TTY.

The basic plan document contains all the non-elective provisions and can't include any options or blanks for the employer to complete. The adoption agreement contains the options (and blanks) for the employer to complete and is also where the employer signs the plan.

Go to Fidelity.com/beneficiary or call 800-343-3548. Use this form to add or change the beneficiaries of your Fidelity Self-Employed 401(k), Profit Sharing, or Money Purchase Plan account(s). Do NOT use for any other type of account. Type on screen or print out and fill in using CAPITAL letters and black ink.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232