Downloads |
On this page you will find downloads of useful documents and forms for current Employees. |
 Retirement Target Calculator
This calculator helps an employee estimate contribution levels required to meet income targets in Retirement. DOWNLOAD Date: December, 2007 |
This booklet is a Pre-Retirement Syllabus for the Adventist Employee. DOWNLOAD Date: February, 2008 |
An introduction to the Supplemental Healthcare, Adventist Retirement Plan (SHARP), a healthcare assistance plan for all eligible retirees and their eligible spouses. DOWNLOAD Date: 2008 |
The SPD document provides an explanation of how the Defined Contribution Plan functions. DOWNLOAD Date: July, 2006 |
The "Blue" book is the detailed policy book of the Seventh-day Adventist Retirement Plan of the North American Division, the defined benefit plan. This is the most current version, updated February 2008. DOWNLOAD Date: June, 2008 |
This spreadsheet will assist employees with understanding the 2008 contribution limits requirements for employee and employer contributions made to a 403(b) retirement plan. Anyone who believes his/her contributions will exceed what this spreadsheet shows as a maximum should contact a financial advisor, a VALIC representative, or the Adventist Retirement Plans office for assistance. DOWNLOAD Date: February, 2008 |
The "Pink" book is a summary of the Seventh-day Adventist Retirement Plan of the North American Division, the defined benefit plan. It has been prepared to answer frequently asked questions, NOT to cover all features of the plan. DOWNLOAD Date: June, 2008 |
This form is used to designate a voluntary contribution to the Adventist Retirement Plan, and to name a Primary and Secondary Beneficiary. The Alternate Beneficiary Agreement form is to be used when someone other than a spouse is named as beneficiary of an Employee's Adventist Retirement Plan account. The spouse must sign this form. DOWNLOAD Date: January, 2005 DOWNLOAD Date: January, 2005 |
A Hardship Withdrawal may be taken while you are still employed, but only after you obtain a plan loan, if eligible. Employee contribution amounts and some transfer/rollover money are available for a Hardship Withdrawal. Employer contributions are not available. DOWNLOAD Date: April, 2004 |
"Personal Critical Data" worksheet. Form for employees to fill out and keep on file in HR. DOWNLOAD Date: February, 2004 |