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SIMPLE IRA (Retirement)

The plan

As it appears on the paperwork, like "Anthem Silver PPO".
Who you call about this plan. The same broker can be picked on several plans.
Deductibles, networks, waiting periods.

The company's match

Change effective on a later date

Make a change effective on a later date

Enter what it will say and the day it takes effect. The card keeps today's answers until then, and the year ahead counts each for its days.

A percent: 100 is a dollar for every dollar, 50 is fifty cents.
What they put in past this is not matched. A SIMPLE IRA matches up to 3%.
Whether or not they put anything in. A SIMPLE IRA may give 2% instead of matching.

Back to The company's match

Representatives

Someone new

Add them once, then pick them for policies, plans or location billing. Find them under Representatives in Who to call.