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  • Usc Fidelity Loan Application Basic 401(a) Plan / Plan #50303

Get Usc Fidelity Loan Application Basic 401(a) Plan / Plan #50303

Home Phone Single Married You will need to attach supporting documentation if your marital status differs from the information on file. Payroll Frequency (check one): Biweekly Monthly LOAN DETAILS Eligibility Faculty and Staff actively employed by USC are eligible to initiate up to two retirement plan loans among all available USC Vendors during any five year period. The minimum loan is $1,000. The maximum amount available for a loan is the lesser of 50% of eligible accumulations or $50,.

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A 401(a) plan is a plan set up by an employer that allows for tax-deferred contributions by the employee, the employer, or both. Enrolling is fast and easy: Simply select the Enroll Now button on the right. To learn more before you enroll, see Investment Options & Plan Basics below.

Among the retirement plans that Fidelity provides administrative services for, more than 78% now offer a Roth 401(k) option. But only 14.1% of those eligible currently contribute to a Roth 401(k).

To cash out a 401(k) after quitting a job, you must request a distribution from the plan administrator. The funds will then be distributed directly to you and subject to federal and state taxes and a 10% federal penalty tax if you are under age 59 1/2.

Fidelity self-employed 401(k) accounts are a great choice for fee-conscious investors, earning our top overall pick. The Fidelity solo 401(k) charges no opening or closing costs and no annual maintenance fees. Customers can invest in stocks, ETFs, and over 3,400 mutual funds with no trading commissions.

Loan check usually issued in 3–5 business days. Please allow additional time for the check to reach you by mail. There is a maximum of 3 loans outstanding at a time. 50% of your account balance less the highest outstanding loan balance over the preceding 12 months or $50,000 whichever is smaller.

A 401(k) is a retirement savings plan that lets you invest a portion of each paycheck before taxes are deducted depending on the type of contributions made. Because of 401(k) tax advantages, the federal government imposes some restrictions about when you can withdraw your 401(k) contributions.

Fidelity and Vanguard are among the largest fund companies in the world, and both offer 401(k) plans as parts of their services. Since 401(k) plans operate under the same tax laws and regulations, there are three main areas of comparison: the companies themselves, the funds offered, and provider features.

Fidelity's 401(k) plans for small businesses through Fidelity Workplace Services can help you offer competitive benefits to your employees. Offering a retirement plan is a smart way to help level the professional playing field between your small business and larger companies.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
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
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
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