TDSD Retirement Plan Enrollment 403b

Retirement Plan Enrollment 403b
Torah Day School of Dallas is pleased to offer staff members the opportunity to contribute to our 403b plan to save for retirement.

Pre and Post Tax Options available.

Full Time employees will be matched up to 2.5% of their salary.

For any questions regarding this plan, please reach out to Jacob Winston at jacob@winstonwleathadvisors.com or 972-372-0350
- Enrollment Guide
- Plan Summary Description
- Summary of Material Modifications
- Participant Notice
- Participant Fee Disclosure
- Full Name (include middle initial)
  
  First NameMiddle InitialLast Name
- Social Security Number
- Country of Citizenship
- Residence Address
  
  Physical address required no PO boxes
  
  Street Address Line 2
  
  CityState
  
  ZIP
- Mailing Address (if different from residence address)
  
  Street Address Line 2
  
  CityState
  
  ZIP
- Email address
  example@example.com
- Mobile Phone Number
  Please enter a valid phone number.Format: (000) 000-0000.
- Date of Birth
  
  MonthDayYear
  Date
- Date of Hire
  
  MonthDayYear
  Date
- Marital Status
- Before completing this section, check with your plan to determine the available contribution options.
  
  For each of the following fill out the percentage (left) OR the dollar amount (right).
- Before-tax contributions of
  Percentage
- OR Before-tax contributions of
  Dollars
- After-tax Roth contributions (as allowed by plan) of
  Percentage
- OR After-tax Roth contributions (as allowed by plan) of
  Dollars
- Catch-up contributions of
  Percentage
- OR Catch-up contributions of
  Dollars
- Before completing this section, check with your plan to determine the available investment options.
  
  Invest my contributions as follows (Only whole percentages will be accepted; must total 100%:
- 1. American Funds 2070 Target Date Retirement Fund-R2
- 2. American Funds 2065 Target Date Retirement Fund-R2
- 3. American Funds 2060 Target Date Retirement Fund-R2
- 4. American Funds 2055 Target Date Retirement Fund-R2
- 5. American Funds 2050 Target Date Retirement Fund-R2
- 6. American Funds 2045 Target Date Retirement Fund-R2
- 7. American Funds 2040 Target Date Retirement Fund-R2
- 8. American Funds 2035 Target Date Retirement Fund-R2
- 9. American Funds 2030 Target Date Retirement Fund-R2
- 10. American Funds 2025 Target Date Retirement Fund-R2
- 11. American Funds 2020 Target Date Retirement Fund-R2
- 12. American Funds 2015 Target Date Retirement Fund-R2
- 13. American Funds 2010 Target Date Retirement Fund-R2
- 14. American Funds’ AMCAP Fund-R2
- 15. American Funds’ Europacific Growth Fund-R2
- 16. American Funds’ The Growth Fund Of America-R2
- 17. American Funds’ New Perspective Fund-R2
- 18. American Funds’ Capital World Growth And Income-R2
- 19. American Funds’ Fundamental Investors-R2
- 20. American Funds’ The Investment Company Of America-R2
- 21. American Funds’ Washington Mutual Investors Fund-R2
- 22. American Funds’ Capital Income Builder-R2
- 23. American Funds’ American Balanced Fund-R2
- 24. American Funds’ The Bond Fund Of America-R2
- 25. American Funds’ U.S. Government Securities Fund-R2
- 26. American Funds U.S. Government Money Market Fund-R-2
- 27. American Funds Moderate Growth and Income Portfolio-R2
- 28. American Funds Global Growth Portfolio-R-2
- 29. American Funds Growth and Income Portfolio-R-2
- 30. American Funds Growth Portfolio-R-2
- Total (will populate itself)
- Any contributions (conversion assets, payroll deferrals or rollovers) to your account made before you make your investmentselection(s) or before your employer updates your account on the recordkeeping system with your selection(s) will be invested in the plan’sdefault investment. Assets will remain in the default investment until you use your plan’s website or call to exchange assets into the investment(s)of your choice.
- Today's Date
  
  MonthDayYear
  Date
- Signature of employee
- Should be Empty: