Advocate Health Care
Benefits
Retirement Savings Plan

 
Resources Forms

Associate Contributions Dental HMO Dental HMO Copayment Schedule MetLife PDP MetLife PDP with Orthodontia MetLife Dental ID Card MetLife PDP Dental Nomination Card
Disability Certification Disability Council Eligibility Requirements Limited Hours Program Long Term Disability Plan Short Term Disability Plan Social Security Disability Benefits   Vocational Rehabilitation Services   
Affidavit of Domestic Partnership Dependent Coverage    Eligibility    Enrollment Process    Estimated Imputed Income Paying for Benefits   
Account Rules    Eligible Dependent Day Care Expenses    Eligible Health Care Expenses    Reimbursement Process    Tax Advantages   
ActiveHealth® HealthMedia® Healthe You Goes RED Healthe You Awards Healthe TRENDS Know Your Numbers    Questions & Answers    Start! Walking
Coming Soon! Healthe Actions Healthe Breathing Healthe Care Healthe Champion Healthe Eating Healthe Path Healthe Vending
Covered Services FAQs
FAQs  
Optional AD&D Insurance    Optional Life Insurance   
Associate Contributions Deductible Reimbursement Account (DRA) Health Maintenance Organization (HMO) Health Reinbursement Account (HRA) Health Savings Account (HSA) Healthe Futures Account (HFA) High Deductible Health Plan (HDHP) Medicare Part D   Non-Duplication of Benefits   Physician Search PPO/Deductible Reimbursement Plan (PPO/DRP) PPO/DRP and HDHP Covered Services Woman's Health and Cancer Rights Act of 1998  
PTO Sharing/Donation  
Investment Options Vesting Loans and Withdrawals Other Information
Condell Health Network Retirement Plan- Form 5500 Portable Pension Plan    Benefits Update
Primary Benefits   Secondary Discounts Rates  

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Other Information

How you invest your Retirement Savings Plan account is an important decision which you should make carefully. It is your responsibility to thoroughly review all the information provided to you by the fund sponsor prior to making your investment choices. Advocate cannot advise you how to invest or take responsibility for the performance of any investment fund.

All plan contributions are subject to limits imposed by the Internal Revenue Code and plan rules. These include, but aren't limited to, IRC 402(g) limit, IRC 415(c) limit, top heavy limits, and required annual plan testing limits. Plan refunds may be necessary if contributions fail IRS testing or plan limits.

Payments from the plan are subject to Federal tax rules in effect at the time of any payment from the plan, including but not limited to final distributions, loans, and hardship and 59-1/2 withdrawals. More information is available in the Special Tax Notice Regarding Plan Payments.