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Enroll
When you enroll in the Wake Forest University Defined Contribution Retirement Plan, you can make pre-tax contributions up to the IRS limit. To enroll in the plan:
- Salary Reduction Agreement. This form shows your employer the amount you want deducted from your paycheck, as well as the vendor you wish to invest with. Your completed and signed form should be returned to your Benefits Office or Human Resources Department.
 Salary Reduction Agreement
- Complete the Enrollment/Change form. This form shows Vanguard how to invest your contributions. Please be sure to complete the beneficiary designation section of the form. Return your completed and signed form to the location indicated on the form. Note: If you don’t select investments, your contributions will be automatically invested in Vanguard Prime Money Market Fund.
Enrollment/Change form
- Schedule a one-on-one consultation. Meet one-on-one with a Vanguard retirement planning counselor to discuss the financial issues that matter to you and to make sure your investment strategy is on track. Go to www.meetvanguard.com to view available dates and times.
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