MidWestOne Enrollment Booklet

Quick Links

About Your Plan The Summary Plan Description (SPD) outline is a quick summary of the benefits provided by an employer-sponsored retirement plan.

Establish a Contribution Amount Determine the amount you can contribute and create a plan to achieve your goals. Click here for a tool to help you estimate how much you may need for retirement.

Choose an Investment Election Once you’ve established a contribution amount, now you’ll need to elect your investments. Determine about option is best for you.

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ATBlueprint® Create and Customize form Provide us information on other retirement accounts and customized measurements and we will provide you an updated ATBlueprint.

Complete a Rollover Form (if applicable) Roll over a 401(k) or IRA account from a previous employer. Note: only needed if you choose to transfer an outside retirement account into a new retirement account.

Enroll Now Once you have completed the steps above, it’s time to enroll!

Important Note Contact your employer to determine if there is a deadline to submit this information. !