checklist MsFiscallyFit.com - mutual funds and mutual fund investing basics for women investors and beginners

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Your Money
Common Dollars and Sense Advice


MsFiscallyFit's Benefits Checklist

 Company Name: ________________________________________________

 Hire Date: ________________________________________________

 Personnel Manager: ___________________________ No./Ext.:_________

Place a check under the "Available" column for each benefit that is offered along with the date you are eligible to receive the benefit (for example medical coverage may not kick in until 90 days after you've started; take your hire date, add 90 days and drop in that date).
 

Description

Available

Date Eligible

Medical Coverage

 

 

Dental Program

 

 

Eye Care Program

 

 

Flexible Spending Account (FSA) Healthcare

 

 

Flexible Spending Account (FSA) Daycare

 

 

Life Insurance

 

 

Disability Insurance

 

 

Qualified Pension Plans

 

 

Retirement Savings Plans (401(K) & 403 (B) Plans, Section 457 Plans)

 

 

Profit Sharing Plans

 

 

Employee Stock Ownership Plans (ESOPS)

 

 

Supplemental Executive Retirement Plans (SERP) for executive level

 

 

Nonqualified Excess 401(K) and 403(B) Plan for executive level

 

 

Vacation Days

 

 

Flextime

 

 

Childcare Assistance

 

 

Counseling Services

 

 

Educational Programs (i.e., MBA, Continuing Education)

 

 

Other (i.e., Final Planning, Legal)

 

 

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 infomaster@msfiscallyfit.com

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