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Retirement?401(k) QuizPlan LimitsLinksFAQsPLAN PARTICIPANTS
Saving with a Purpose:
Your retirement plan is a benefit from your employer. To make the most of this benefit, however, your participation is needed. Pension or Profit Sharing contributions or your personal payroll deductions are the key to a financially secure future.
Throughout this website you will find resources to help you maximize the benefit for your retirement plan.
BEI is Here to Assist You:
- Model a participant loan
- Determine how your paycheck is affected by your 401(k) deferral
- What are my options, with regard to taxes, when I terminate employment?
- Test your knowledge of 401(k) and other financial topics
- Important limitations to know
While you will always want to bring your investment questions to your personal financial advisor, your BEI Customer Service Representative is available to answer your plan related questions, such as:
- Can I borrow from my retirement account? If so, how much & how long do I have to pay it back?
- I’m changing employers, how do I roll my account to my new employer’s plan?
- What withdrawal options do I have when I terminate employment?
- What are the tax and penalty ramifications if I cash out my account when I terminate employment?
Please feel free to call (714) 480-1364 x210 or you can contact us online using the "Live Chat” option. We are available, Monday through Friday, 8:30am to 5:00pm PT.
