Get Part Ii: Information About The Fund Sponsors - Fresno Pacific ... - Www2 Fresno

This guide provides comprehensive instructions for completing Part II of the Fresno Pacific University Defined Contribution Retirement Plan document. It is designed to assist users in navigating the form and understanding the information required.

Follow the steps to successfully complete the form.

1. Click the ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Review the section titled 'What fund sponsors and funding vehicles are available under the Plan?' This section outlines the available fund sponsors such as TIAA and CREF, along with their respective funding vehicles. Ensure you understand each funding vehicle before choosing where to allocate your contributions.
3. Proceed to the section on 'How do the retirement contracts work?' Familiarize yourself with how contributions to TIAA and CREF accounts function. This will help you in planning your allocations effectively.
4. In 'How do I allocate my contributions?', specify your preferred allocation percentages to the different accounts. Be prepared to adjust these allocations as needed based on your financial goals.
5. Complete the section on 'May I transfer my accumulations?' Understand the transfer options available to you, which can affect your portfolio and retirement strategy.
6. Read through the information regarding income options in 'May I receive my retirement income at different times?' and 'May I receive my retirement accumulations under different income options?' Choose the options that best align with your retirement plans.
7. Finally, after completing all the sections, review your entries for accuracy. Once satisfied, save your changes and consider downloading or printing the completed form for your records.

Complete your document online now to ensure your retirement planning mechanisms are in place effectively.