At FlagStone we believe that providing both our existing clients and prospective clients with accurate financial education information on your schedule, from the comfort of your home or office, that we can be a convenient financial resource that will earn your trust one answer at a time.

You can book this UPS 401k seminar on your schedule, based on our availability. Then, we will conduct a one on one session with you via our web conference software and walk you through the topic information at a pace that works for you, making sure that our answers are clearly understood by you. If you have any additional topic ideas, please let us know and we would be happy to accommodate your education needs.

UPS 401k – Free Seminar Sample

UPS, United Parcel Service, 401k and Savings Plan Options, Company Matching, Loans, Withdraws, Options Available at Retirement, IRS Rules, How to Rollover your Account to an IRA, 72(t) Rules, Social Security.

UPS Savings Plan:
Trustee – State Street Bank and Trust Company
Trustee for the QSOP- Mellon Trust
Plan Record keeper- CityStreet
Vesting- 100% vested in their employee account at all times

Other UPS 40k and Savings Plan questions this workshop will help answer:

What are sources of retirement income?
Who is Mellon Trust?
Who is CityStreet?
How much can UPS employees contribute to their Savings Plan?
How much does UPS contribute in Matching contributions to the Savings Plan?
What are the investment options inside of the UPS Savings Plan?
Can I take a loan out of my UPS Savings Plan?
What is the maximum loan amount that I can take out of my UPS Savings account?
What is an In-service withdraw?
What is Internal Revenue Code 72(t)?
How long do I have to follow the rules of 72(t)?