Plan Sponsor Forms

Employer Information Update Form

The Employer Information Update Report will allow our team to properly administer your retirement plan each year. If any changes occur during the year that impact the ownership or benefits offered by the employer, please submit an Employer Information Update Report as soon as possible to document the changes.

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ERISA Fiduciary Bond Form

Federal law requires plan administrators and plan fiduciaries to be bonded in the amount of at least 10% of the plan's assets or $1,000 minimum if the plan has at least 95% qualifying assets. Please use this form to request assistance with obtaining the appropriate coverage.

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Loan Repayment Instructions

If a participant takes a loan from their retirement account, please follow the loan repayment instructions for proper documentation and payroll processing.

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401(k) Plan Provider - 401(k) Third Party Administrator - 401(k) Plan Adviser