To enroll, complete the Letter of Agreement, have your employer sign the form and return a copy to P&B. If you are a self-employed, unincorporated evangelist, return the form to the Pension and Benefits office. Once the form has been completed, you should determine your investment election.
To set up your investment elections contact Fidelity by calling 1-866-NAZARENE (629-2736) or visit www.fidelity.com/atwork. If you do not select your investment options then your contributions will be directed to the age-appropriate Fidelity Freedom Fund as described in the Nazarene 403(b) Retirement Savings Plan Document.
You must also complete the Beneficiary Designation form and return it to Fidelity. If you are married, your spouse must be your beneficiary for 100% of your account balance unless your spouse signs the spousal consent portion of the beneficiary form authorizing an alternate beneficiary. If a Beneficiary Designation is not provided to Fidelity, upon your death, your vested account balances will be distributed according to the provisions of the plan.
Even if you decide not to make a voluntary salary reduction contribution to the plan right now, you should still contact Fidelity toll free at 1-866-NAZARENE (629-2736) or go to www.fidelity.com/atwork to establish how Pensions and Benefit Fund, World Mission, or Agency contributions should be invested in your account in the event you qualify under plan provisions for the Annual Pension Supplement (APS). Check out the Guide to NetBenefits brochure for information on accessing your account online. You should complete the Beneficiary Designation form and return it to Fidelity.
See the 403(b) section of our website for more details about the plan.