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 Full Service Clients:  Operational Forms and Information
¢ Plan Implementation and Initial Operation   ¢ Plan Contributions   ¢ Plan Compliance    ¢ Plan Withdrawals   ¢ Miscellaneous

The following forms and information are provided to assist employers with plan operation.  However, 401(k) plans have many variables - based on plan design choices.  Therefore, certain forms or information provided below may not meet the specific needs of every plan (i.e. the investment company you have chosen to work with may have provide enrollment, distribution forms, etc. which must be utilized in conjunction with their product).
 
 ¢ Plan Implementation and Initial Operation
  
  Participation Election Form Directory of Responsibilitites  
Participation Elect. Form Roth Beneficiary Designation Form
  Mandatory Fidelity Bond Form    
 ¢ Plan Contributions
  
Info on Plan Contributions Contribution Submission Forms
Communcating With ERISA
 ¢ Plan Compliance
About Plan Compliance Deferral Deposit Deadline
Plan Limits 2007/2008 Determining Plan Eligibility
Compliance Calendar Form 5500 Filing
Top Heavy Explanation 401(k) Testing Information
  Safe Harbor Information      
 ¢ Plan Withdrawals
Info on Plan Distributions Info on Forms 1099 & 945
  Taking $ Out While Employed Participant Loan Program    
  Hardship Withdrawals QDRO Package    
 ¢ Miscellaneous
  Locating Lost Participants Blackout Notices    
Safe Harbor Annual Reminders Pension Protection Act

 

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