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» Annual Employer Questionnaire Form
Used to report important information about your company's status, the operation of your plan, and the goals and objectives of your plan.
» Designation of Beneficiary Form
Use this form to document the beneficiary for your retirement account. The Plan Sponsor should retain a current Designation of Beneficiary form for each participant in the plan.LOANS & DISTRIBUTIONS
LOANS & DISTRIBUTIONS
Request for Participant Loans and Distributions - Used to request loans and/or distributions for plan participants.
» Submit request online
» Complete printable PDF form
» Hardship Withdrawal - Notice and Election Form
Used for withdrawing participant hardship distributions.
PLAN ADMINISTRATOR'S GUIDELINES
» Plan Administrator's Guidelines - 401(k) Plan for Corporation or LLC
» Plan Administrator's Guidelines - 401(k) Plan for Sole Prop or Partnership
» Plan Administrator's Guidelines - Just-the-Basics 401(k) Plan
» Plan Administrator's Guidelines - Non-401(k) Plan for Corporation or LLC
» Plan Administrator's Guidelines - Non-401(k) Plan for Sole Prop or Partnership
» Plan Administrator's Guidelines - ERISA 403(b) Plan
» Plan Administrator's Guidelines - ESOP
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