Welcome!
Whether you’re ready to enroll or a seasoned contributor, this resource center is your go-to hub for important features, benefits and updates related to your Lakewood Health System Retirement Plan.
Enrollment Documents
Step-by-step guide walking you through the online enrollment process. There is also a video (right) available if you’d like additional information on the importance of saving for retirement.
Summary of important features of Lakewood’s 401(k) plan. Including: annual deferral limits, employer matching percentage, vesting schedule, and withdrawal options.
Information on the potential benefits of making Roth (after-tax) contributions to your 401(k).
Enrollment Presentation
Investment Documents
Investing is a critical component of any retirement plan. Here you can find the available investment options as well as recent/long-term performance measures. For additional guidance on choosing your investment mix, contact our Plan’s investment advisor (contact information below).
Not sure which investment option is right for you? This questionnaire can help guide your investment decision. For additional guidance on choosing your investment mix, contact our Plan’s investment advisor (contact information below).
Plan Administration
Have another retirement account from a prior employer? Want to consolidate your retirement accounts into one? Complete these forms and return to Human Resources or the Plan Administrator.
NOTE: You will also be required to complete distribution paperwork from your previous employer. For assistance completing these forms, please contact our Plan’s investment advisor (contact information below).
To request a distribution from your account balance, please complete this form and return to Human Resources or the Plan Administrator.
Plan Documents
Plan document describing participant rights, benefits, and responsibilities under the Plan.
Annual notice of applicable fees within the Plan.
Have Questions?
For general benefit questions, please contact Janet Chaffee at (218) 894-8707 or janetchaffee@lakewoodhealthsystem.com.
For questions regarding distributions, loans, rollovers, or other administrative items, please contact Wipfli Employee Benefit Services at (866) 565-6600 or retirement@wipfli.com.
For questions regarding enrollment, investments, or general financial planning, please contact Blake Faust at (952) 548-3410 or bfaust@wipflifinancial.com.