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Excerpt

After

...

90 days with Reliant, you will be eligible to participate in the

...

403(b)(9) plan. 

Reliant will automatically enroll you in the

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403(b)(9) plan starting at $50 per month, and deposit it into a

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403(b)(9) traditional retirement savings account with the Principal Financial Group.

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Once you have become eligible, Reliant will enroll you on

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the Principal website and send you an enrollment email confirmation with further instructions.

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If you were hired

between...

Then your enrollment

date will be as of...

And will be deducted

starting with this payroll...

January 2 - March 31April 1stApril 15th
April 1 - June 30July 1stJuly 15th
July 1 - September 30October 1stOctober 15th
October 1 - January 1January 1stJanuary 15th

 

Once you receive your enrollment confirmation, you will have the option to log on to Principal.com and change your contribution amount at any time. If you submit a change before the 20th of a month, that change will be reflected on your next payroll.

Once you receive your enrollment confirmation from Principal, please follow these instructions to set-up your account, establish a username and password, etc.

Changes made on the Principal website to your 403(b)(9) account by the 19th of a month will be reflected on your next payroll.

Note
titleAuto-enrollment - $10 Annual Increase

If you do not make any changes to your investments, contribution rate(s), or take any other actions to manage your 403(b)(9) account with Principal, Reliant will automatically increase your auto-enrollment each year. Each year starting with the January 15th paycheck, if you have not made any changes to the auto-enrollment, you'll see the auto-enrollment contribution raised by $10. You have the option to change your contribution rate at any time if you do not want the auto-increase to be in effect. (See Changes to Contributions for how to change your contribution.)


For more information to help you get started and understand Reliant's

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403(b)(9) Plan see these helpful links:

Registering at Principal.com

Traditional vs. Roth Contributions

Changes to Contributions

Changes to Investments

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