Re-enrollment using the mapping services
Re-enrollment using
the qdia
Participants are given 30 days’ notice that theiraccounts are being transferred.
Participants are provided with a mapping document describing how existing funds will be transferred to the new lineup.
Revenue Credit
PROCESS
Prerequisites
Participant Options
Enhanced fund mapping
Reallocate their accounts under your outgoing provider’s plan before
Do nothing and have their account automatically allocated according to the mapping document.
OR
Participants may also update their beneficiary designations before that information is transferred to Mutual of America.
Participants are given 30 days’ notice that their accounts are being transferred.
Participants are provided with a mapping document describing how existing funds will be transferred to the new lineup.
Re-enroll using the Mutual of America platform to choose their allocations and name beneficiaries.
Do nothing and have their account automatically allocated according to the mapping document.
OR
Revenue Credit
Re-enrollment using the mapping services
Participants are given 30 days’ notice that their accounts are being transferred.
Participants are provided with a mapping document describing how existing funds will be transferred to the new lineup.
Re-enroll using the Mutual of America platform to choose their allocations and name beneficiaries.
Do nothing and have their accounts allocated to the QDIA chosen by you or your fiduciary adviser.
OR
Revenue Credit
Re-enrollment using
the qdia
Enhanced Fund Mapping
PREREQUISITES
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