Savings Enrollment Form
New Aqua LLC 401(k) Plan
Thank you for your submission
Pre-tax contribution rate: [pre-tax-contrib]
Roth contribution rate: [roth-contrib]
Submitted: [submitted-date]
What happens next?
The contribution amount you chose will be provided to your employer so that the necessary payroll adjustments can be made. Your employer will ensure that the amount you have chosen is within plan limits and make the change as soon as allowed by your plan.
Once The Standard receives your payroll information from your employer, it will process your request within two business days. Your contributions will then be invested in the plan’s default fund unless you have directed otherwise.
You will receive a welcome letter in the mail once your retirement contributions have begun.
If you had submitted an enrollment form previously, this submission will override your previous submissions.
How do I make changes?
You may change your contribution amount, investments or any of your settings by logging in to your account.
Learn how to access your retirement account online >
Questions?
Talk to a customer service representative by calling 800.858.5420 Monday through Friday, 5 a.m. to 5 p.m. Pacific time, or contact your employer's benefits administrator.
Thank you for your submission
Pre-tax contribution rate: [pre-tax-contrib]
Roth contribution rate: [roth-contrib]
Submitted: [submitted-date]
What happens next?
Your employer will process your contribution request at the first opportunity allowed under the plan. Your change made here will override any previous changes, if applicable. Once The Standard receives your payroll information from your employer, we will process your request within two business days. Your contributions will then be allocated according to the investment strategy Mainspring Managed has chosen for your particular needs.
You will receive a notice in the mail when your request has been processed.
Questions?
Talk to a customer service representative by calling 800.858.5420 Monday through Friday, 5 a.m. to 5 p.m. Pacific time, or contact your employer's benefits administrator.
Congratulations! You've taken an important step toward retirement.
Pre-tax contribution rate: [pre-tax-contrib]
Roth contribution rate: [roth-contrib]
Submitted: [submitted-date]
Next, complete your PortfolioPlus enrollmentContinue to the Retirement Plan Advisors website to complete your enrollment. There, you will create a secure online account and answer a simple questionnaire to help the investment professionals determine which strategy best meets your personal needs.
If you do not complete the PortfolioPlus enrollment, or provide other investment directions, your contributions will be invested in the plan’s default fund.
What happens next
The contribution amount you chose will be provided to your employer so that the necessary payroll adjustments can be made. Your employer will ensure that the amount you have chosen is within plan limits and make the change as soon as allowed by your plan. Once The Standard receives your payroll information from your employer, it will process your request within two business days.
You will receive a welcome letter in the mail when your retirement contributions have begun.
How to access your account
You can log in at www.standard.com/retirement to view or manage your retirement account at any time.
Questions?
Talk to a customer service representative at The Standard by calling 800.858.5420 Monday through Friday, 5 a.m. to 5 p.m. Pacific time, or contact your employer's benefits administrator.
EZ Enrollment
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Jared's Story: Time for Family
Age: 36 - Occupation: pediatrician - Married, one child
How the Family Care Benefit provided the ability to care for a loved one
Jared's daughter was born with a heart defect. They visited multiple specialists to diagnose the condition and determine the appropriate treatment. Then his daughter underwent surgeries, hospital stays and months of follow-up appointments. Benefits from Jared’s Platinum Advantage policy helped make up for the income lost when Jared spent time away from work to attend physician appointments and to be with his daughter in the hospital and throughout her extended recovery — providing peace of mind during a trying time.
Jody's Story:
Supportive Office Equipment
Age: 42 - Occupation: accountant - Married, no children
Assistance on the road to recovery through a rehabilitation program
Jody's role as an accountant at a small firm requires a lot of computer work. After sustaining a serious back injury from a car accident, Jody was totally disabled under her Platinum Advantage policy. Jody’s doctor recommended she purchase assistive equipment to help her work comfortably at her desk without aggravating her condition. She was able to return to work full time after participating in a rehabilitation program in which expenses for a sitstand desk and other ergonomic accommodations were paid for under her Platinum Advantage policy. These modifications helped ensure she could return to work safely, without hindering her recovery.
David's Story: Starting a Medical Career
Age: 33 - Occupation: dermatology physician - Single, no children
Benefits that match career growth through the Benefit Increase Rider
David is completing his dermatology residency and just accepted an offer at a private practice. Before the end of his residency, he purchased a Platinum Advantage policy that included the Benefit Increase Rider, knowing his income will rise significantly after he starts his first post-residency job. The benefit also will allow his policy to grow with him as he progresses in his career and receives additional salary increases. David values the fact that his coverage going forward will match his developing career.
Jason's Story: Accidents Happen
Age: 35 • Occupation: orthopedic surgeon • Married, two children
Finding work in a new occupation with the Own Occupation Rider
Jason injured his right hand in an accident and was unable to return to his job as an orthopedic surgeon because he couldn't perform surgery. Due to his medical training, he was able to return to work as a family medicine physician. Jason was considered totally disabled in his regular occupation as an orthopedic surgeon — even though he earns an income from another occupation as a family medicine physician — because of the own occupation definition of total disability included in his Platinum Advantage policy. Because of this, he receives the policy's full basic monthly benefit, in addition to the income he receives in his new position.
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You can currently run Fixed, Index, SPIA and Restricted SPIA illustrations.
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