Data Request Forms
The administrative report we prepare and the 5500 forms require that we not only know the balance of plan assets, but also have sufficient information to reconcile the change in value during the year. In order to do so, an accounting of the trust must be performed. This may be done by you or the plan trustee, your accountant, or by us.
Asset Information Packet (PDF)Back to top
New Plan Forms
Complete the below form to request a plan design study for a new plan for an incorporated business (i.e. Inc. or LLC).
Complete the below form to request a plan design study for a new plan for a sole-proprietorship or partnership.Back to top
Each plan participant should have a completed beneficiary designation form as part of the plan’s records.Back to top
Each new 401(k) plan participant must complete a salary deferral agreement to elect whether or not they would like to defer compensation. This form can also be used for existing participants who would like to change their election.Back to top
Participants are required to receive the appropriate notice no more than 180 days prior to the date their pension is scheduled to commence if any part of their benefit is eligible to be rolled over to an IRA or other qualified plan.Back to top