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complete and give to your payroll manager

call Randall & Hurley: 877-895-5146
for help logging into your account and using the secure website
call Mike Grimme: 425-633-0309 
for saving and investing questions while your are working
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Investment advice and financial planning offered through Park + Elm Investment Advisers, LLC, a registered investment advisor, DBA ClearPoint Financial Partners. Park + Elm Investment Advisers, LLC, and ClearPoint Financial Partners are separate entities.

Enrollment forms for R&H 457 deferred compensation retirement account

Print this form, complete the "Participant Information" section, check the first box under "Contribution Election" and indicate the % or $ amount you would like to contribute to the plan. Sign, date and return to your payroll department.

Print this form, complete the "Participant Information" section, and indicate how you would like your assets invested. Make sure that the total of your selections adds up to 100%. Sign, date and return to your payroll department.

Print this form, complete the "Participant Information" section and name your beneficiary(s). Note, if married, your spouse needs to be your primary beneficiary or sign a waiver. Sign, date and return to your payroll department.

This document provides a general overview of this 457 plan offered through Charles Schwab, R+H & ClearPoint Financial.