Welcome to Helpside Inc. 401(k) Retirement Plan - Helpside Inc. Enroll today!
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1 Wecome to Hepside Inc. 401(k) Retirement Pan - Hepside Inc. Enro today! Onine Registration Instructions Pease Note: You can enro today or any day in the future. Generay, the contribution you eect wi go into effect on the pan's next entry date; however, you wi need to check with your empoyer to find out the exact date your payro deductions wi start. Refer to your enroment workbook or Summary Pan Description for your pan's specific entry dates. To enro onine sign in to: TA-Retirement.com In order to enro onine you wi need to provide us with your current e-mai address. If you do not have an e-mai address you can enro via the teephone. Pease refer to the teephone instructions on the next page. Cick on the First time user? Register here ink ocated on the top eft-hand corner of your screen within the "Your Account: LOGIN" section. Seect "I am an empoyee" and cick Continue. Enter your Socia Security Number and cick Continue. Enter your Date of Birth and ZIP/Posta Code and cick Next. Create your own unique Username and Password and cick Next. Read and Review the site Terms of Use. If you agree to the terms, pease cick Agree If you do NOT agree, do not cick Agree and ca us at (800)-401-TRAN (8726). Read and Review the Consent to Do Business Eectronicay agreement. If you agree to the consent, pease cick Agree If you do NOT agree, do not cick Agree and ca us at (800)-401-TRAN (8726) On the Wecome to Pan Enroment screen, pease cick on Start From this point forward foow the simpe onine instructions which wi hep you to set up or make changes to your contribution rate, investment choices, and future contribution eections. If you cannot enro onine, pease see next page for Teephone Enroment Instructions. By competing the enroment process onine, you are authorizing payro deduction of pan contributions. Authorization of pan contributions constitutes a "cash or deferred arrangement" under section 401(k) of the Interna Revenue Code and such contributions are subject to the withdrawa restrictions of the pan. Contributions made to the pan are subject to certain imitations imposed by Federa aw and these contributions may be refunded to compy with these aws. By submitting this authorization onine, you understand that neither Hepside Inc., the pan trustee, their affiiates nor their investment choices are iabe for any oss when acting upon your instructions beieved to be genuine /23/2018 1
2 Wecome to Hepside Inc. 401(k) Retirement Pan - Hepside Inc. Enro today! Teephone Registration Instructions To enro by phone: TRAN (8726) To utiize the phone enroment process you wi need to use atouchtone phone. Press 1 for Engish Press 2 for Spanish You wi then be prompted to enter your 9-digit Socia Security number foowed by the pound sign (#), and your 4-digit PIN (Persona Identification Number). Your defaut PIN is your month and day of birth in MMDD format, foowedby the pound sign (#). 1. PERSONALIZE YOUR PIN As afirst time user, you wi be prompted to change your PIN on initia use. The system wi request you to enter your new 4-digit PIN, foowed by the pound sign (#). Re-enter your 4-digit PIN, foowed by the pound sign (#) to confirm. Amessage wi indicate that your PIN was changed successfuy. Aconfirmation wi be maied to your address. 2. ENROLLMENT DISCLOSURE You wi be asked to compete the teephone enroment process. The discosure message wi ask you if you agree to the terms and conditions of utiizing the enroment process. Listen carefuy to the terms and conditions, Press 1 to agree to the terms and conditions of enroment. 3. SET UP DEFERRAL/CONTRIBUTION RATE Your contribution rate is the amount that wi be withhed from each paycheck. Enter the rate to be withhed from each paycheck foowed by the pound sign (#), Press 1 to confirm the rate. The contribution rate you seect wi be sent to your empoyer to be deducted from your paycheck based on payro cutoff dates. 4. SET UP INVESTMENT ELECTIONS (See Investment Choices Worksheet) Your contributions wi be invested according to the seections you make here. You wi be prompted to enter the percentage to be aocated to each investment option in your pan unti the tota aocated equas. Percentages must be in whoe percentage increments. Press 1 to confirm your eections. A confirmation wi be maied to your address. You have successfuy competed the phone enroment process and you may now hang up to end the ca or hod and you wi be connected to the main menu. * If we do not have a date of birth on fie, your PIN is a randomy generated number as indicated in your enroment etter. By competing the enroment process by phone, you are authorizing payro deduction of pan contributions. Authorization of pan contributions constitutes a "cash or deferred arrangement" under section 401(k) of the Interna Revenue Code and such contributions are subject to the withdrawa restrictions of the pan. Contributions made to the pan are subject to certain imitations imposed by Federa aw and these contributions may be refunded to compy with these aws. By submitting this authorization by phone, you understand that neither Hepside Inc., the pan trustee, their affiiates nor their investment choices are iabe for any oss when acting upon your instructions beieved to be genuine /23/2018
3 Investment Mix Worksheet This worksheet is designed to hep you enter your investment seections during the enroment process. Pease don't submit this worksheet. Option A: Target Date Series The Target Date Series investment choices are designed for you to aocate of your contribution to the one investment choice that most cosey matches your projected retirement date. These investment options are diversified and structured to grow more conservative as the investment option's target date approaches. Seect ony one, otherwise proceed to Option B. Option B: Asset Aocation Series The Asset Aocation Series are designed for you to aocate of your contributions to the one investment choice that most cosey matches your investment mix refective of your seected time horizon. Seect ony one, otherwise proceed to Option C. Check One R0I2 American Century One Choice In Retirement Ret Acct (Cass: R0HV American Century One Choice 2020 Ret Acct (Cass: R0HW American Century One Choice 2025 Ret Acct (Cass: R0HX American Century One Choice 2030 Ret Acct (Cass: R0HY American Century One Choice 2035 Ret Acct (Cass: R0HZ American Century One Choice 2040 Ret Acct (Cass: R0I0 American Century One Choice 2045 Ret Acct (Cass: R0I1 American Century One Choice 2050 Ret Acct (Cass: R26X American Century One Choice 2055 Portfoio Ret Acct (Cass: Inv) R38W American Century One Choice 2060 Ret Acct (Cass: Inv) Check One R0JK TA Vanguard LifeStrategy Income Ret Acct (Cass: R0JI TA Vanguard LifeStrategy Conservative Growth Ret Acct (Cass: R0JL TA Vanguard LifeStrategy Moderate Growth Ret Acct (Cass: R0JJ TA Vanguard LifeStrategy Growth Ret Acct (Cass: Option C: Create Your Own Investment Portfoio If you prefer to create your own investment portfoio, just seect from the foowing avaiabe investment choices. A eections must be in whoe percentages and tota. If you eect to join the pan and fai to make an investment eection, or your eections do not equa, your contribution wi be invested in PortfoioXpress. Asset Cass Sub Asset Cass Investment Choice % of Contribution Short Bonds/Stabe/MMkt Stabe Vaue Q1QV Transamerica Stabe Vaue Core Account (Cass: N/A) Interm./Long-Term Bond Intermediate-Term Bonds R1A2 AB High Income Ret Acct (Cass: K) R080 Loomis Sayes Investment Grade Bond Ret Acct (Cass: N/A) R0IQ Pioneer Strategic Income Ret Acct (Cass: Y) Long-Term Bonds R18X JPMorgan Extended Duration Ret Acct (Cass: N/A) Aggressive Bonds High Yied Bonds R03H Transamerica Partners High Yied Bond Ret Acct (Cass: N/A) Word/Foreign Bonds R0F6 Tempeton Goba Bond Ret Acct (Cass: A) Large-Cap Stocks Large-Cap Vaue Stocks R0D0 BackRock Equity Dividend Ret Acct (Cass: I) R08Q State Street Russe Large Cap Vaue Index Ret Acct (Cass: N/A) R0IT Virtus Ceredex Large-Cap Vaue Equity Ret Acct (Cass: I) Large-Cap Bend Stocks R0IM MFS Massachusetts Investors Ret Acct (Cass: R-3) R08M TA Vanguard Tota Stock Market Index Ret Acct (Cass: Admira) /23/2018 3
4 Asset Cass Sub Asset Cass Investment Choice % of Contribution R045 Transamerica Partners Stock Index Ret Acct (Cass: N/A) Large-Cap Growth Stocks R02F Morgan Staney Growth Ret Acct (Cass: N/A) R08S State Street Russe Large Cap Growth Index Ret Acct (Cass: N/A) Sma/Mid-Cap Stocks Mid-Cap Vaue Stocks R087 Transamerica Sma/Mid Cap Vaue Ret Acct (Cass: A) R0EP Virtus Ceredex Mid-Cap Vaue Equity Ret Acct (Cass: I) Mid-Cap Bend Stocks R05A State Street S&P Mid Cap Index Ret Acct (Cass: N/A) Mid-Cap Growth Stocks R1DL Prudentia Jennison Mid Cap Growth Ret Acct (Cass: Z) R1FG Wes Fargo Discovery Ret Acct (Cass: A) Sma-Cap Vaue Stocks R05S State Street Russe Sma Cap Vaue Index Ret Acct (Cass: N/A) Sma-Cap Bend Stocks R08F TA Vanguard Sma-Cap Index Ret Acct (Cass: Admira) Sma-Cap Growth Stocks R17R CearBridge Sma Cap Growth Ret Acct (Cass: I) R0F4 Neuberger Berman Genesis Ret Acct (Cass: Trust) R08R State Street Russe Sma Cap Growth Index Ret Acct (Cass: N/A) Rea Estate R08D TA Vanguard REIT Index Ret Acct (Cass: Admira) Internationa Stocks Word/Foreign Stocks R07I American Funds EuroPacific Growth Ret Acct (Cass: R-5) R0DJ American Funds New Perspective Ret Acct (Cass: R-5) Word/Foreign Sma-Cap R0E7 Coumbia Acorn Internationa Ret Acct (Cass: I) Stocks Emerging Market Stocks R1XL State Street Emerging Markets Index Ret Acct (Cass: N/A) Muti-Asset/Other Sector R0IB BackRock Heath Sciences Ops Ret Acct (Cass: I) R0DV Ivy Science & Technoogy Ret Acct (Cass: Y) R0DW Prudentia Jennison Natura Resources Ret Acct (Cass: A) R0DX Prudentia Jennison Utiity Ret Acct (Cass: A) R0E0 Wes Fargo Precious Metas Ret Acct (Cass: A) Baanced R02K AEGON Baanced Ret Acct (Cass: N/A) R0E5 BackRock Goba Aocation Ret Acct (Cass: I) R0CR Janus Henderson Baanced Ret Acct (Cass: T) Target Date Investment Choices R0I2 American Century One Choice In Retirement Ret Acct (Cass: R0HV American Century One Choice 2020 Ret Acct (Cass: R0HW American Century One Choice 2025 Ret Acct (Cass: R0HX American Century One Choice 2030 Ret Acct (Cass: R0HY American Century One Choice 2035 Ret Acct (Cass: R0HZ American Century One Choice 2040 Ret Acct (Cass: R0I0 American Century One Choice 2045 Ret Acct (Cass: R0I1 American Century One Choice 2050 Ret Acct (Cass: R26X American Century One Choice 2055 Portfoio Ret Acct (Cass: Inv) /23/2018
5 Asset Cass Sub Asset Cass Investment Choice % of Contribution Asset Aocation Investment Choices R38W American Century One Choice 2060 Ret Acct (Cass: Inv) R0JK TA Vanguard LifeStrategy Income Ret Acct (Cass: R0JI TA Vanguard LifeStrategy Conservative Growth Ret Acct (Cass: R0JL TA Vanguard LifeStrategy Moderate Growth Ret Acct (Cass: R0JJ TA Vanguard LifeStrategy Growth Ret Acct (Cass: Tota for a investment choices must equa : /23/2018 5
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