Sentences with phrase «plan administrators direct»

All 529 plan administrators direct payment for K - 12 directly to the plan sponsor (the parent in most cases, but grandparents can play too), hence it is your responsibility to retain receipts for qualifying tuition payments.

Not exact matches

Second, contact your former plan's administrator and tell them you want a direct rollover of your assets to the newly opened IRA.Once the assets are received in your IRA, make your investment choices.

One generally safe option is a direct rollover, in which your current 401 (k) plan administrator makes the payment directly into an IRA or your new employer's 401 (k).

The plan administrator should provide information about management fees in connection with each investment alternative and transaction fees each time a person directs investment transactions.

You should contact the IRA sponsor or the administrator of the Plan (generally your employer) for information on how to complete the direct rollover.

If they don't say anything, I will direct an inquiry to the plan administrator.

d. Explain to the plan administrator that you would like to do a direct rollover to your new employer's 401 (k) plan.

Open separate accounts and authorize each enrolled plan participant or the plan administrator to direct the investment activity.

One pooled account may be opened where the plan trustee or administrator directs the investment activity for the entire plan.

To make this selection, the recipient must inform the plan administrator of the allocation prior to the time of the direct rollovers.

The Insured Person agrees to release and to hold the Company, the Plan Administrator and their agents and representatives harmless from, and agrees that the Company, the Plan Administrator and their agents and representatives shall not be held liable or responsible for, any delays, losses, damages, further injuries or illnesses, or any other claims that arise from or are caused in whole or in part by the acts or omissions of such independent third - party contractors or their agents, employees or representatives, or that arise from or are caused in whole or in part by any acts, omissions, events or circumstances that are not within the direct and immediate supervision and control of the Company, the Plan Administrator and / or their authorized agents and representatives, including without limitation the events and circumstances set forth above.

Supervises and coordinates the preparation and presentation of an annual budget for the Department with the Village Administrator and Budget Officer; directs the implementation of the department's budget; plans for and reviews specifications for new or replaced equipment.

As shown in the professional administrator cover letter sample, you can create a cover letter that makes you stand out as the best candidate by using convincing action words such as analyzed, managed, administered, executed, eliminated, directed, led, organized, planned, and scheduled.

The administrator is also a resource to the scheduling and administrative teams to assist with meeting the needs of the patients and staff during direct report's planned or unplanned time - off.

Medical and health services managers, also referred to as healthcare executives or healthcare administrators, plan, direct, coordinate, and supervise the delivery of healthcare.

Tags for this Online Resume: Public Administrator, Human Resources, Director, Planning, Organizing, Staffing, Directing, Coordinating, Reporting, Budgeting, Management, Administrative Assistant, Executive Assistant, Legal Assistant, Lobbyist, Lobbying, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Adobe Acrobat Professional, LawLogix, LexisNexis, Westlaw, HTML

Strong organizational skills: Demonstrated success in planning, organizing, staffing, directing, coordinating, reporting and budgeting at university level, including work with administrators, faculty staff, and students.

Program Manager / Administrator with seventeen year record working at East Carolina University, launching, directing, and managing large scale programs, by performing management functions such as, planning, scheduling, organizing, and tracking processes, to ensure successful and feasible of all projects and programs.

Marketing Director — Duties & Responsibilities Experienced administrator with a background in sales, marketing, and customer service Design and implement comprehensive email marketing campaigns and all collateral material Analyze email trends garnering insight into market conditions and competitor efforts Utilize metrics to determine campaign efficacy, impacted audience, and other key data Develop sales leads through networking, market analysis, cold calling, and other tactics Determine consumer incentives to engage and secure potential clients Collaborate with multiple departments including product development, customer service, and sales Create and implement processes and procedures to cut costs and enhance daily operations Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Set and strictly adhere to departmental budgets and timelines Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Develop and lead training in customer service and sales best practices resulting in enhanced team skill sets Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key clients, partners, and community leaders Provide exceptional customer service resulting in client satisfaction and repeat business Represent company brand with poise, integrity, and positivity

Registered Nurse / Administrator — Duties & Responsibilities Provide quality patient care and medical team support across a variety of medical specialties Proficient with skillful assessment, planning, implementation, documentation and evaluation of treatment plans Skilled in telemetry, women's services, post-partum and orthopedic settings utilizing evidence based practicum Oversee junior team members ensuring compliance with all regulatory authorities and laws including HIPPA Successfully served as charge nurse, unit secretary, clinical preceptor and mentor to graduate / student nurses Manage employee schedules, workflow, inventory, admissions, and discharges Implement physician directed treatment plans, perform evaluations, administer medications, and chart progress Maintain working knowledge of accepted standards of care, emerging medical technology, and pharmaceuticals Fulfill duties as restraint liaison committee member for orthopedic unit Serve as patient advocate collaborating with discharge planners, medical social workers, home health agencies, and other parties to ensure a smooth transition of patients to post discharge care Instruct patients in healthy lifestyles, treatment plans, and offered emotional support as needed Provide exceptional medical team support including filing, phones, and other tasks as needed Perform all duties with positivity, professionalism, and integrity

This order is issued by a judge, often at the same time as your divorce decree, to direct the pension or retirement plan administrator to pay a certain portion of benefits directly to the ex-spouse of the plan's beneficiary.

To facilitate the division of retirement benefits, the court will usually issue a Qualified Domestic Relations Order, or QDRO, directing the plan administrator to disburse proceeds to both the employee and non-employee spouse.

Atlas 1031 works with third party administrator of self - directed retirement plans to assist clients establish self directed IRAs, SEPs and individual 401ks.

You can certainly self direct your HSA as well, but many employer contributing plans administrators do not allow roll - overs so that is something you would have to find out (similar to 401k» plans) There are also self administered 401k plans which are even more beneficial than a SDI as well as your ability to create and operate your own pension plan with employer (your own company) contributing and the amounts of funds which can be contributed each year far exceed the SDI which is limited to $ 5k annually for single people, 10k annually for married couples filing jointly and $ 12k annually for married couples with the «catch up» provision.