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Total contributions to each employee’s 403(b) account or annuity are limited. Certain 403(b) plans may be subject to annual Form 5500 filing requirements. Were any leases to which the plan was a party in default or classified during the year as uncollectible? /Contents 6 0 R /CreationDate (D:20200924133742-04'00') 2017; 2016; 2015; 2014; 2013; 2012; 2011; 2010; 2009; 2008; 2007

% PDFsharp Version 1.50.4440.0 (verbose mode) /Pages 4 0 R /F1 41 0 R Neither Prudential Financial, Inc. nor Assurance IQ offers, underwrites, or administers health plans or health insurance policies. Were any plan transactions or series of transactions in excess of 5% of the current value of plan assets? Request for Taxpayer Identification Number (TIN) and Certification, Employers engaged in a trade or business who pay compensation, Page Last Reviewed or Updated: 18-Mar-2020, Electronic Federal Tax Payment System (EFTPS), Webinars for Tax Exempt & Government Entities, Treasury Inspector General for Tax Administration, Choosing a Retirement Plan 403b Tax Sheltered Annuity Plan, charitable entity tax-exempt under Section 501(c)(3) of the Internal Revenue Code, Investment options are limited to those chosen by the employer, optional loans and hardship distributions add flexibility for employees. 6 0 obj % PdfSharp.Pdf.Advanced.PdfContent << The Mount Sinai Medical Center 403(B) Retirement Plan.

/CS /DeviceRGB There is no termination information for this plan. Where LINK by Prudential is made available in connection with certain Financial Wellness products, access is made available through Prudential Workplace Solutions Group Services (“PWSGS”). Expenses for housing, healthcare, transportation and taxes vary widely by state. Were any plan transactions or series of transactions in excess of 5% of the current value of plan assets? /Parent 4 0 R about How to Stop Stressing and Take Control of Your Financial Future, For additional important information about the products, services and companies associated with LINK, please click, Short-Term Health Insurance and ACA Plans, Medicare Supplement and Medicare Advantage Plans, Investments, Life Insurance, Retirement, Planning, Check the background of this firm on FINRA's BrokerCheck. Use up and down arrow keys to navigate. Copyright © 2008-2020, BrightScope Inc. All Rights Reserved. Retired or separated participants receiving benefits, Other retired or separated participants entitled to future benefits, Deceased participants whose beneficiaries are receiving or are entitled to receive benefits, Total number of participants as of 01/01/2015, Number of participants with account balances, Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested. This plan has a BrightScope Rating of 73. PWSGS is a subsidiary of Prudential Financial, Inc. PWSGS is not a licensed insurance company, does not provide insurance products or services and does not provide financial, investment or other advice. © 2020  Prudential Financial, Inc. and its related entities.

/GS1 50 0 R /Producer (PDFsharp 1.50.4440-wpf \(\)) What are the annuity products I have been reading about that guarantee retirement income for me?

stream /S /Transparency Contact the record keeper of your old employer-sponsored retirement plan to request a rollover. Did the plan hold any assets whose current value was neither readily determinable on an established market nor set by an independent third party appraiser? Your use of this service is subject to ourTerms of UseandPrivacy Policy. Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.BrightScope is not a fiduciary under ERISA.

And there's no guarantee that your investment objectives will be met. Workplace benefits often include a retirement savings or pension program. Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account. 3. 5 0 obj % PdfSharp.Pdf.PdfPage Were all the plan assets either distributed to participants or beneficiaries, transferred to another plan, or brought under the control of the PBGC? endobj THE MOUNT SINAI HEALTH SYSTEM 403(B) RETIREMENT PLAN December 11, 2019 Your participation in your employer's retirement plan is the first step to ensuring adequate retirement income. Did the plan have assets held for investment? If you need investment advice, please consult with a qualified professional. Did the plan have a loss, whether or not reimbursed by the plan's fidelity bond, that was caused by fraud or dishonesty? 2T: Participant-directed Account: Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

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