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401(k) Plan

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RETIREMENT PLAN

 

Planning for retirement doesn’t have to be complicated. Child Crisis Arizona matches dollar for dollar contributions up to 4% of your pay, subject to IRS limitations. Our matching contributions give you an additional return on the amount you contribute. Matching contributions are calculated based on your pay and 401(k) elective deferrals for the payroll period. Matching contributions are made for all persons who were active participants at any time during that payroll period. Both your contribution and the Agency match are immediately vested at 100%.

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• Your 401(k) elective deferral contributions will be pre-tax elective deferral contributions unless you designate all or a portion as Roth elective deferral contributions by completing an elective deferral agreement.

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• Your 401(k) elective deferral contributions will begin or change as soon as administratively feasible following your entry date or any following date.

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• Your 401(k) elective deferral contributions are pre-tax.

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• Contributions reduce your total taxable income which reduces your current taxes.

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• Contributions and any earnings will be taxed later when received as a benefit.

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IMPORTANT!! 
You must elect during open enrollment to continue your 401(k)
contributions for 2026 

PRINCIPAL WILL & LEGAL DOCUMENT CENTER

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Having the proper documents in place can help ensure you’re still in control in case something happens to you. Take some time to make a plan for your assets, for the care of minor children, and plan who will make financial and medical decisions for you in the event you are unable to. Get started preparing your plan today with the Will & Legal Document Center provided by ARAG.

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Follow these simple steps to start using these resources today at no cost.

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1. Visit www.principal.com/willprep.

2. Set up your account.

3. You’re in!  Complete the forms or download the materials you need.

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Timothy M. Schannep, CFP®

Jason Kennedy, AIF®, Laura Adams, Teri White, and Sherry Colwill

Phone: (520) 775-2900 or (800) 297-8916

Email: 401khelp@wealthadvisorsllc.com

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