401(k)
Whether retirement is around the corner or further down the road, it’s never too early to start thinking about your financial future. GXO offers you a 401(k) plan with a generous employer contribution to help you save.
Eligibility
Generally, you are eligible to participate on your first day of work.
Employee contributions
You may elect to contribute 1% to 50% of your eligible base salary, commissions and bonus up to IRS limits every year.
2024 IRS limits on pre-tax or Roth after-tax contributions
- $23,000 if you are younger than age 50 in 2024
- $30,500 if you are age 50 or older in 2024
Your pre-tax and Roth after-tax contributions may not total more than 50% of your pay. Your pre-tax, and Roth contributions are subject to the above IRS annual limits.
Pre-tax contributions
You may contribute up to 50% of your pay each year on a before-tax basis (subject to IRS limits), allowing you to lower your current taxable income. Your contributions and any earnings are subject to taxes when you withdraw from your account.
Roth post-tax contributions
The Roth feature means you can contribute post-tax dollars into the plan, so you won’t have to pay taxes on these contributions when you take a qualified distribution.
You may contribute up to 50% of your pay each year in Roth contributions, subject to IRS limits. Roth contributions provide another way to save for retirement. These contributions are deducted through payroll on an after-tax basis. That means, if you take a qualified distribution, you will not have to pay taxes on the money you’ve contributed or on any earnings in your Roth account.
You may want to take advantage of the Roth feature if you:
- Are young and have decades of potential tax-free compounding of earnings.
- Are in a lower tax bracket now than what you expect after retirement, which might mean you pay less in taxes overall.
- Plan to leave your Roth to a spouse or heirs who can stretch out the tax-free growth.
Company matching contributions
How much is the company matching contribution?
After one year of service, GXO matches up to 4% of the contributions you make to the 401(k) Plan. GXO will match dollar-for-dollar the first 3% of pay you contribute plus $.50 on the next 2% of pay you contribute each pay period. This means if you contribute 5% of pay, GXO will contribute an additional 4% for a total of 9%. Consider contributing at least 5%, so you don’t leave any free money on the table. The more you contribute now, the more you’ll have when you retire.
Remember, the GXO match begins after you have completed one year of service. Any contributions you make before that are not eligible for company matching contributions.
Vesting
You are always 100% vested in both your own contributions to the plan and matching contributions made by GXO.
Certain legacy employer contributions made prior to 2018 may be subject to a separate vesting schedule. Please refer to the Summary Plan Description for details.
Nine tips about saving in the GXO 401(k) Plan
- Just do it. Enroll today. It’s up to you to enroll in the 401(k) Plan. Consider an initial contribution rate of 5% or more of pay so you get the full company match. To get started, connect with Fidelity (scroll down for contact information).
- GXO makes a matching contribution of up to 4% of pay if you contribute 5%. After you complete one year of service, GXO matches dollar-for-dollar on the first 3% you contribute and then $.50 on the next 2% of pay you contribute each pay period. That’s like getting a 4% raise. True, you have to contribute to get the company match, but you should save for retirement anyway, so why not take advantage of the free money from GXO?
- The sooner you start saving, the better. Thanks to the GXO matching contributions and compound growth, you could reach your savings goal with a lot less of your own money than if you start saving later and try to catch up. You’ll also lower your taxable income while you save.
- You can contribute pre-tax pay and pay taxes later. When you contribute pre-tax dollars to a 401(k) account, it reduces your taxable income on your paycheck. You get this tax break upfront but have to pay taxes when you take the money out in retirement.
- You can contribute after-tax pay to avoid paying taxes in the future. When you contribute after-tax dollars to a Roth 401(k) account and leave it in at least five years and don’t withdraw the money until at least age 59½, you take the money out in retirement tax free.
- You decide how to invest your money. Choose from target date funds that automatically rebalance to a more conservative asset mix the closer you get to retirement, or create your own portfolio from funds that match your tolerance for risk.
- Expect the value of your 401(k) account to change daily. It will go up and down with the financial markets. Making investment decisions in response to daily fluctuations could reduce the amount you save over the years.
- Your 401(k) is not a bank account. You can borrow from your account if you need to, but there are certain rules you must follow. Financial experts generally agree it’s not a good idea to withdraw money because when you do, it can’t grow through compounding. Over time, compound growth can increase your savings by thousands — even tens of thousands — of dollars.
- You have help. Through Fidelity, GXO gives you access to free resources to help you make smart decisions about saving and investing for retirement: 401(k) learning clips, articles, savings calculators and more are accessible by single sign-on from myGXO Portal, as well as expert financial education. The more you know about saving for retirement, the more likely you are to reach your goal.
Learn more about the 401(k) Plan
To enroll, make changes or get answers to your questions about the GXO 401(k) Plan, visit myGXO Portal > Money > 401(k) > Eligibility and Enrollment. You can also call Fidelity.
Contacts
Fidelity 401(k)
401(k) recordkeeper
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www.netbenefits.com/atwork
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800.835.5095
- Text Start to 343-898