Participant Education Archive - Noble Davis Consulting, Inc.

Frequently Asked Questions

September 2020

Distributions, General, Loans, Retirement Plans

Distributions FAQ Question: How do I contact Noble-Davis Consulting for questions about my account? Answer: We can be reached at our Participant Hotline number at 866-811-6604, via email at contactus@nobledavis.com or on our web chat during normal business hours. Question:... Read more

A Participant’s Guide to Getting Ready for Retirement

August 2020

Retirement Plans

Need to know how much to save to have a comfortable retirement? It’s as easy as 1-2-3… STEP ONE: LOGGING ON Log into the plan at https://nobledavis.com/login-page. Choose “Your Plan Access Login” under the “Participants” piggy bank. (If this is... Read more

Qualified Domestic Relations Orders

August 2020

Retirement Plans

A Qualified Domestic Relations Order means another person has a right to all or a portion of your retirement account. A Qualified Domestic Relations Order (QDRO) recognizes the right of another person (called an alternate payee and typically a spouse,... Read more

Participant Notice Guide

August 2020

Retirement Plans

Retirement Plans have lots of different notices that are required to be shared with participants. Unfortunately, all of this paper can be overwhelming at times. Here’s a breakdown of what notices you might receive and what they mean. Safe Harbor... Read more

Multi-Factored Authentication

August 2020

Participant Website, Retirement Plans

On March 1st, in order to protect the safety and security of your 401(k) account, multi-factor authentication (MFA) will be added to your retirement plan on the Noble-Davis Consulting website. MFA is a security system that requires you to enter... Read more

Welcome To Your Retirement Plan

August 2020

Retirement Plans

What is a 401(k) plan and why should I be in one? A 401(k) plan is a retirement savings account that allows you to invest a portion of your paycheck for the purpose of accumulating wealth to use when you... Read more

Glossary of Investment-Related Terms For Disclosures To Retirement Plan Participants

August 2020

Retirement Plans

Noble-Davis Consulting, Inc. PREPARED BY ICI – VERSION 1.01 – APRIL 26, 2012 PART 1 General Investment-Related Terms 12b-1 Fee: A fee assessed on certain mutual funds or share classes permitted under an SEC rule to help cover the costs... Read more

Retirement Plan Terminology

August 2020

Retirement Plans

Beneficiary Form — This form is used to list who you would like to receive your retirement funds in the event you pass away. Catch-Up Contributions — A contribution that allows people aged 50 or older to make additional contributions... Read more

COVID-19 Concerns

March 2020

CARES Act, Coronavirus, Retirement Plans

This is an unprecedented time. We are here to answer your concerns about the effect of the Coronavirus on your retirement plan. Loans Participant loans are available to those who qualify. Loan payments are still due to the plan as... Read more

Rollover Rules

June 2016

Retirement Plans

Rolling over your money to a different plan is a smart move — this chart shows what you’re allowed to do. ROLL TO ROLL FROM IRA SEP – IRA SIMPLE IRA Roth IRA 457(b) 403(b) Qualified Plan Designated Roth Account IRA... Read more

Participant Education Center

Frequently Asked Questions

A Participant’s Guide to Getting Ready for Retirement

Qualified Domestic Relations Orders

Participant Notice Guide

Multi-Factored Authentication

Welcome To Your Retirement Plan

Glossary of Investment-Related Terms For Disclosures To Retirement Plan Participants

Retirement Plan Terminology

COVID-19 Concerns

Rollover Rules

Participant Documents

Search Our Documents

Participant Website Guide

Retirement Planning