Company or, when required by the context, the board of directors of an Employer other than the Company. Publix Stockholder Online. The Plan Administrator shall not accept any Participant contributions. Notwithstanding the foregoing provisions of this. Well provide you with a Stock Account Transaction Statement each time you have activity on your account, such as a purchase (if eligible), sale or transfer. (b) a Participants surviving Eligible Spouse who is entitled to death benefits 9.5 Distribution Elections Before January1, 1984. (c) Notwithstanding the foregoing, if the Participant is married for not less than one year as of the date of his death, the Participants surviving Eligible Spouse shall be deemed to be his designated Section408(a) of the Code or an individual retirement annuity described in Section408(b) of the Code. References to a specific section of ERISA shall include references to any successor provisions. prevent a decision on the claim, and, where a claim is incomplete, the additional information needed to resolve those issues. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. protocol, or similar criterion was relied upon in making the adverse determination and will be provided to the claimant free of charge upon request. Period, to receive a distribution of shares of Employer Securities in an amount not exceeding twenty-five percent (25%)of the portion of the balance of his Company Stock Account attributable to Employer Securities, determined as of the last acquired by, or contributed to, the Plan after December31, 1986. The unofficial subreddit for people that like to shop and/or work at Publix super markets. I woke up this morning and found page 1 of the purchase agreement on the floor, meaning I forgot to include it. A Participants share of the amount of the Employer contribution, Forfeitures, and Press J to jump to the feed. Hardship shall mean an immediate and heavy financial need of the Participant for which a distribution from the Participants Vested Interest in his Account is necessary to satisfy such need, as described in Article XI. the denial, during which time the claimant or his duly authorized representative shall have the right to review, upon request and free of charge, pertinent documents, records or other information relevant to the claim and to submit issues, documents (b) In the event that (f) In the event that distribution to the Participant commences under section 9.1(b)(2), the minimum amount 1.5 Annual Additions shall is not so includible. 8.4(c), a Participant shall not be required to obtain spousal consent to his designation of another beneficiary if the Participant is legally separated or 7.4(f) shall be reduced accordingly. My current employer's retirement plan is up 14% so my decision was a no brainer! Box 32040 Lakeland, Florida 33802-2040 Corporate address 3300 Publix Corporate Pkwy Lakeland, Florida 33811-3311 Phone numbers Telephone: (863) 688-7407, ext. set forth in the Trust. 1.43 Top Heavy Plan shall mean this Plan if the aggregate account balances (not including voluntary rollover contributions made by any Participant from an unrelated plan) of the Key Employees Breaks in Service, the Forfeitable Interests of the Participant allocated to his Forfeiture Suspense Accounts shall be deemed to be forfeited and such Forfeitures shall be allocated, pursuant to the provisions of sections 7.4(d) and 7.4(e), at the (who may be counsel for an Employer), specialists and other persons that it deems necessary and desirable in connection with the administration of this Plan. Plan Administrator. Section 403(b) or governmental Code Section 457 plan. (f) For purposes of sections7.4(c)(2), 7.4(d) and 7.4(e), Employer contributions, Forfeitures, and earnings attributable to September30, 1990, the Administrator shall allocate such amounts to each eligible Participant on the basis of such Participants Compensation attributable to the 1989 calendar year, if such Compensation exceeds the Compensation distribution calendar year if distributed or transferred in the valuation calendar year. time in the manner provided in the Trust. You will receive a packet in the mail. hereunder, to change any provision relating to the administration of this Plan and to change any provision relating to the distribution or payment, or both, of any of the assets of the Trust. In such event, the amount contributed with respect to the ineligible person shall constitute a Forfeiture for the Plan Year in which the discovery is made. Plan, originally adopted as of October1, 1974, as a stock bonus plan with employee stock ownership plan features, is hereby amended and restated this 22nd day of January, 2008, but is effective for all purposes as of January1, date when the Participant either had not incurred a One Year Break in Service or was eligible to resume participation in the Plan under section 5.3, the Vested Interest in the Accounts of the Participant shall be a percentage of the balance of such closing price, then the closing bid price) of such Employer Securities as reported on the Composite Tape, or if not reported thereon, then such price as reported in the trading reports of the principal securities exchange in the United States on Hardship withdrawals permitted pursuant to the preceding sentence, any distribution or transfer of assets (including any payments made with the assets of such Account for the purchase of Employer Securities) from the Investment Fund during a Valuation Period which is otherwise charged 401k Plan. We want to make sure you have the most up to date information at your fingertips. in question furnishes to the Plan Administrator such timely information as the Administrator may reasonably require to establish that the absence from work is for reasons referred to in section 1.29(c)(1) and the number of days for which there was five-percent owner of an Employer or nonparticipating Affiliate, or a one-percent owner of an Employer or nonparticipating Affiliate having annual compensation of more than $150,000. I woke up this morning and found page 1 of the purchase agreement on the floor, meaning I forgot to include it. retirement age (within the meaning of Section414(p)(4)(B) of the Code). explanation of why such material or information is necessary, a description of the Plans claim review procedures, the time limits under those procedures, and a statement of the claimants right to bring a civil action under among the Participants as of the end of the next Plan Year to all of the Participants in the Plan in the same manner as an Employer contribution under the terms of sections 7.4(d) and 7.4(e) before any further Employer contributions are allocated to. 1.34 Normal Retirement Date shall mean the date on which a Participant attains the age of sixty (60)years. (2)the Participant had reentered the (d) any individual categorized by his Employer as an independent contractor or leased Will I still have access to the stockholders site after Ive left Publix? against a Participants Other Investments Account as of the Valuation Date at the close of such Valuation Period shall be recognized as of the actual date of distribution or transfer. whether a distribution is necessary to satisfy a financial need, the Participants resources shall be deemed to include those assets of his spouse that are reasonably available to the Participant. the first day of the Plan Year in which he completes a Year of Service after a One Year Break in Service. Protecting stockholder data is a top priority for Publix. All such procedures shall be applied in a consistent nondiscriminatory manner. Cashing out retirement should only be to avoid bankruptcy. The decision of the Except as otherwise provided in this Plan or the Trust, the assets of the Trust (or, to the extent provided in ArticleXII, the assets of the Investment Fund) shall constitute a common fund in which each Participant (or each Participant whose distributions made to the Participant from, the Participants Accounts subsequent to such Valuation Date. 7.3 Interest of Participant. 1.37 Participant shall mean any eligible Employee of an Employer who has become a (g) For purposes of section 9.2(f), the following definitions shall apply: (1) Designated beneficiary shall refer to the individual who is designated as the beneficiary under section 8.4 and is the include amounts realized from the exercise of a nonstatutory stock option (an option other than a statutory stock option as defined in Treasury Regulation Section1.421-1(b)) or when restricted stock or other property either becomes freely 1.19 if the Participant, after receiving the notice, affirmatively elects a distribution. If such an extension is required because of special circumstances, written or electronic notice of the extension shall be furnished to the claimant prior to the commencement of the extension. 3.2 Mistake of Fact. provided for by the Plan are to be paid or are to be funded. Press question mark to learn the rest of the keyboard shortcuts. Employer-paid welfare benefits. Notwithstanding the preceding provisions of this section, an Eligible Rollover Distribution shall not include one or more such child for a reasonable period beginning immediately following such birth or placement, the Employee shall be treated as having those Hours of Service described in section 1.29(c)(2). Distributee, or the joint lives (or life expectancies) of the Distributee and the Distributees designated beneficiary, or. 52327 Toll-free: 1-800-741-4332 (outside of Lakeland) Eligible Retirement Plan shall mean an individual retirement account described in Section408(a) of the Code, an individual retirement annuity described in Section408(b) of the Code, an annuity plan described in Investments Accounts in accordance with the terms of section 9.2 and the Trust. But, the next time you travel to Florida, Georgia, Alabama, South Carolina, North Carolina, Tennessee, or Virginiamake sure you visit the store where shopping is a pleasure during your stay. 1.25 Forfeiture shall mean an amount would normally have been credited to such Employee but for the absence in question or, in any case in which the Plan is unable to determine such hours, eight (8)Hours of Service per day of such absence; provided, however, that the total number same respectively are due and payable under the terms of this Plan and the Trust. benefit, or if no personal representative is appointed for the estate of such Participant or no court order authorizes a distribution pursuant to applicable state law, then his next of kin under the statute of descent and distribution of the state
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