MTSI 401k & MPP Plan and Trust Enrollment Center Enrollment Presentation
  Enrollment Presentation & Procedures
  Enrollment Presentation ENROLLMENT PRESENTATION - This multimedia presentation will explain what a 401(k) plan is, what mutual funds are and how to complete your enrollment forms.
  Welcome Kit WELCOME KIT - This enrollment kit explains what 401(k) plans are and how to enroll in the 401(k) Plan.
  Highlight Sheet HIGHLIGHT SHEET - This highlight sheet explains the provisions of your plan including age and service requirements and vesting schedules.
 
Forms Kit
 FORMS KIT - This kit includes all the forms that are needed to enroll in the plan instead of downloading each one separately below.
 
  Mutual Fund Choices
  You have three profiles to select from to maximize your investment flexibility. You may elect to have your account managed by Wellington (Managed Account Model - See "Model Portfolios" below), Custom Model (you review the mutual fund list below and select percentages and funds, Form 2 needed) or Self Manage (your contributions are placed in the Money Market Fund, you log in at Schwab.com and place trades which you desire).
 
Mutual Fund List
 MUTUAL FUND LIST - This excel spreadsheet lists the funds that are available for you to select from. Please read the notations at the bottom of the spreadsheet for limitations and restrictions.
  Model Portfolios MODEL PORTFOLIOS - This file will show your how we are currently positioned in our managed account option. Nine model portfolios are available and are allocated based on risk (Conservative, Moderate, and Aggressive) as well as time horizons (Short, Intermediate, and Long). These models are dynamically managed and will be updated without notice and participants should realize that these models imply no guarantees as to future returns.
 
  Mutual Fund Education
  Understanding Mutual Funds UNDERSTANDING MUTUAL FUNDS - This multimedia presentation will explain in detail the basics of mutual fund investing.
 
  Quarterly Review
  Quarterly Review QUARTERLY MANAGED ACCOUNT REVIEW - This multimedia presentation will explain what our economic outlook is and any changes that we made to our model portfolios during the quarter.
 
  Individual Enrollment Forms
  Form 1 ENROLLMENT FORM - This form is used when you initially enroll into your retirement plan (FORM 1). Plan enrollment requires a completed FORM 1, FORM 3, FORM LPOA, and if applicable, FORM 2. See also the retirement planning worksheet and the asset allocation questionnaire for guidance on how much you should be saving and to determine your risk level.
  Form 2 CHANGE OF INVESTMENT ELECTION FORM - This form is used primarily after you have enrolled in your retirement plan and you want to change salary deferral amounts or reallocate your portfolio (FORM 2).
  Form 3 BENEFICIARY ELECTION FORM - This form is used to select or change a beneficiary designation (FORM 3).
  Schwab LPOA SCHWAB LPOA FORM - This form is used to establish your account at Schwab. This form is mandatory for plan enrollment (FORM LPOA).
 
  Transfer Forms
  Transfer Form TRANSFER INSTRUCTIONS - This file will instruct you on the proper procedures to transfer over an existing 401k from a previous employer or a Rollover IRA into your new 401k.
 
  Distribution Forms
  Distribution Form TERMINATION DISTRIBUTION FORM - This form is used when you terminate employment and wish to rollover your account or take a distribution from your 401k. By filling out the Schwab IRA application from below, we can establish an IRA rollover account for you. You may also keep your 401(k) in place at Schwab with the option of transferring it out at a later date by doing nothing. Contact Wellington for instructions.
  Loan Application LOAN REQUEST FORM - Application paperwork to obtain a loan from your 401(k) plan. This option is only available if your plan allows loans.
  Hardship Request HARDSHIP REQUEST FORM - Application to obtain a hardship distribution from your 401(k) plan. This option is only available if you plan allows this type of distribution.
 
  Rollover Forms
  Rollover Form ROLLOVER FORM AND INSTRUCTIONS - This Form will provide you with instructions on how to rollover 401(k) assets from a previous employer or a conduit IRA to your new 401(k).
  Schwab IRA Application SCHWAB IRA APPLICATION - This Form will establish an IRA at Schwab so that you have a place to rollover your 401(k) assets to after you terminate employment with your current employer. Forward your completed form to Wellington at 14325 Willard Rd. #104, Chantilly, VA 20151 .
  Schwab IRA Distribution Form SCHWAB IRA DISTRIBUTION FORM - This Form will allow you to request a distribution from your IRA. Simply download, print, sign and fax back to us. We'll take care of it from there.
 
  Planning Worksheets
  Retirement Planning Worksheet RETIREMENT PLANNING WORKSHEET - This worksheet is designed to help you determine the amount that you should save on a monthly basis to help you accomplish your retirement goals.
  Asset Allocation Questionnaire ASSET ALLOCATION QUESTIONNAIRE - This easy to use questionnaire will provide you with a risk profile and lead you to an appropriate investment model selection.
 
  Form ADV Part II FORM ADV - PART II - This form delivers required disclosure information regarding Wellington Consulting Services, Inc.'s Investment Advisory activities as required by the Securities and Exchange Commission (SEC).
 
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