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A Simple IRA is a retirement plan that can be set up by an employer. 5 Amendments To This SIMPLE IRA Plan. You are eligible to participate in the SIMPLE-IRA plan our company offers. This notice and the attached Summary Description provide you with information that you should consider before you decide whether to start, continue, or change your salary reduction contributions. either an IRA or an employer plan; or if your payment is from a designated Roth account, to a Roth IRA or designated Roth account in an employer plan. SAMPLE Notice of Plan Termination [Note to firm: Copy the following text and paste it into a blank document. It is a violation of law in some jurisdictions to falsely identify yourself in an email. This SIMPLE IRA plan may not be amended except to modify the entries inserted in … Participant Notice and Summary Description to each employee. SIMPLE IRA before age 59½ and after the expiration of the two-year period may be subject to a 10% early withdrawal penalty. Fidelity funds, money market funds, funds redeemed through the Personal Withdrawal Service, and shares purchased through dividend reinvestment may be sold without this fee. For Individuals. required, Fidelity’s Participant Disclosure Service combines the plan- and investment-related information into one notice (the “Participant Disclosure Notice”). For employers that use one of the model forms, page 3 of both Form 5304-SIMPLE and Form 5305-SIMPLE have a model notice. The Roth 401k combines some of the most advantageous aspects of both the 401k and the Roth IRA. Fidelity supports 128-bit browser encryption. PO Box 770001 Making the agreement on Form 5305-SEP does not establish an employer IRA described in section 408(c). For Individuals. Start a … By using this site, you consent to the transmission of this information and acknowledge your authority to give this consent. establish a SEP, the IRA must be a Model traditional IRA established on an IRS form or a master or prototype traditional IRA for which the IRS has issued a favorable opinion letter. If the plan offers automatic enrollment, you can choose to automatically enroll employees in the SIMPLE IRA plan as long as the employees are allowed to opt out or to change the amount of salary reduction contributions. Employee Instructions This notice describes your Employer's SIMPLE IRA Plan and provides you with information about the type of contribution your Employer will make to your SIMPLE IRA in the coming year. Under the Roth 401k, employees can decide to contribute funds on a post-tax elective deferral basis, in addition to, or instead of, pre-tax elective deferrals under their traditional 401k plans. SIMPLE IRA. Right to Direct Investments You have the right to direct your account balance and any future contributions among the Plans Important legal information about the email you will be sending. Once you have opened your SIMPLE IRA Plan and employee accounts have been established, the next step is to set up electronic funding for the plan. The electronic contribution service eliminates the need to write checks to your retirement plan and can reduce errors. You may not make SEP contributions to a Roth IRA or a SIMPLE IRA. All Rights Reserved. Click here for Fidelity’s notification of death form. You are legally required to give all eligible employees at least 60 days to make or modify any salary reductions elections each year. Fill in/Print Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Although the sample notice is designed for use in satisfying the QACA and EACA notice requirements, and the notice requirements under ERISA sections 404(c)(5) and 514(e)(3), plan sponsors may also find the sample notice to be helpful in drafting an employee explanation for an automatic contribution arrangement that is neither a QACA nor an EACA. As well, Fidelity reserves the right to exempt other funds from this fee, such as funds designed to achieve their stated objective on a short-term basis. $6,000 catch-up contribution. SAMPLE Notice of Plan Termination [Note to firm: Copy the following text and paste it into a blank document. Fidelity reserves the right to change the funds available without transaction fees and reinstate the fees on any funds. All eligible employees at least 60 days to make or modify any salary elections... The following text and paste it into a blank document Notice when plan. 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