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1. www.fidelity.com › customer-service › forms-applicationsOnline Forms and Applications - Fidelity Investments

   www.fidelity.com › customer-service › forms-applications

   • Αποθηκευμένο αντίγραφο

   Find and complete forms for your Fidelity accounts, including retirement, HSA, and nonretirement accounts. You can also access tax forms, notary services, and online transactions.

2. www.schwab.com › resource › individual-401k-account-applicationIndividual 401 (k) Account Application - Charles Schwab

   www.schwab.com › resource › individual-401k-account-application

   • Αποθηκευμένο αντίγραφο

   Individual 401 (k) Account Application | Charles Schwab. If this is an initial employer adoption of a Schwab Individual 401 (k), you must also include your completed, signed and dated Individual 401 (k) adoption Agreement.

3. www.irs.gov › retirement-plans › 401k-plans401(k) plans | Internal Revenue Service

   www.irs.gov › retirement-plans › 401k-plans

   • Αποθηκευμένο αντίγραφο

   26 Αυγ 2024 · Steps to establishing a 401 (k) plan. Types of automatic enrollment. Automatic enrollment increases and sample plan language. How to establish designated Roth accounts in a 401 (k) plan.

4. www.fidelity.com › documents › customer-serviceNew Fidelity Account Application | Retirement Plan Account

   www.fidelity.com › documents › customer-service

   Complete this application to establish a Fidelity Retirement Plan account. This includes: • Fidelity Self-employed 401(k) Plan Account • Fidelity Profit Sharing Plan Account • Fidelity Money Purchase Plan Account. Please fill in using CAPITAL letters and black ink.

5. nb.fidelity.com › public › nbpreloginnavFidelity 401 (k) retirement savings | Fidelity NetBenefits

   nb.fidelity.com › public › nbpreloginnav

   A 401 (k) is a retirement savings plan that you get through your employer as part of your benefits package. This plan has tax advantages as an incentive to invest and save for retirement.

6. www.schwab.com › public › fileIndividual 401(k) Account Application - Charles Schwab

   www.schwab.com › public › file

   Individual 401(k) Account Application. Page 1 of 10. www.schwab.com 1-800-435-4000 (inside the U.S.) +1-415-667-8400 (outside the U.S.) 1-888-686-6916 (multilingual services) Employer Instructions • Read and complete all sections of this account application. Make a photocopy for your plan records, and return the original to . Charles Schwab ...

7. www.schwab.com › small-business-retirement-plans › individual-401k-plansIndividual 401 (k) Plan | Traditional & Roth | Charles Schwab

   www.schwab.com › small-business-retirement-plans › individual-401k-plans

   • Αποθηκευμένο αντίγραφο

   An Individual 401 (k) plan is available to self-employed individuals and business owners, including sole proprietors, owner-only corporations, partnerships, and independent consultants with no employees other than a spouse.