This bingo card has a free space and 24 words: Late October/Early November is when statements are posted on MENKE, IA’s Success is your success!, Beneficiary Name is made in the MENKE portal, MENKE IA’s firm admin. Has your account info, Average 15.2% Annual Growth since Inception, Automatically Enrolled No enrollment action needed, ESOP Employee Stock Ownership Plan, Rollovers Distributions from the plan can be rolled over into 401k or IRA plan, Profitability Boosts ESOP value!, Previous Year’s Balance is shown on your statement, Loyalty Builds ESOP value!, October is ESOP Awareness Month, YOU! Contribute to building wealth, Belief in Our People is core to the ESOP program, Eligible after 1,000 hours in a calendar year, Tax Free No taxes are paid on your contributions, 2012 Year IA’s ESOP began, No Costs / Contributions with the ESOP program, Client Satisfaction Grows ESOP value!, After 10 Years in Plan, active employees can withdraw up to 25%, Vesting %: Non-Forfeitable Right to the stock in your account, Innovation Fuels ESOP value!, Year 6 When you are fully 100% vested and Board of Trustees Sets the value of the stock.
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