1) Complete this on-line form.
(If you would like to setup an account at Vanguard rather than Fidelity, please contact us at firstname.lastname@example.org, for more information.)
3) Complete the Employer Adoption Agreement
a. If you are employed by a synagogue, the synagogue must complete the online Employer Adoption Agreement found here.
b. If you are employed by another non-profit, then the non-profit can either participate in the plan (by completing this form), or you can participate directly. If the non-profit participates, it can deduct your contributions from your paycheck, or if you participate directly you can send in contributions yourself.
c. If you are self-employed, you need to participate in the plan directly.
4) If your employer will be deducting your contributions from your paycheck, you should complete the Fidelity Salary Deferral Form or Vanguard Salary Deferral Form, and give it to your employer. This form does not have to be submitted to Fidelity, Vanguard or to us.