Client Resources | Qualified Retirement Plans

Client Resources

 

The following resources for Qualified Retirement plans are provided to help you find answers and to stay informed. Please contact us with suggestions for additional resources that may be helpful, or if you have questions and need assistance. 

Forms

Here are forms to help complete your transaction more efficiently.

EFAST2

The what, who, how requirements for filing Form 5500 or Form 5500 SF.

Client Education Videos

Polycomp provides our clients with helpful, easy-to-follow, educational videos.

Loans and Distributions

Get the forms you need to request loans or distributions.

Roth 401(k) vs Traditional 401(k) Calculator

Analyze your net benefit between a Roth 401(k) and a traditional 401(k).

FAQs

These FAQs were designed to answer your most pressing questions.