Payroll Deferral Change - Use this form when a participant decides to change his/her deduction from payroll. This form should be kept in the participants HR file. Pension Plan Consultants does not need a copy.
Distribution Options – Internal form used when an participant is electing to make a decision on his/her distribution options.
Special Tax Rules on Distributions 402 – Contains important information you will need before you decide how to receive Plan benefits. Click here for plans that have the Roth 401k features.
Spousal Consent (without QPSA)– Use this form if you are married and you are not naming your spouse 100% primary beneficiary. (with QPSA click here)
Beneficiary Address Status Change Form – Use this form to change beneficiary elections, marital name changes and address changes.
Please contact Pension Plan Consultants LLC at your convenience for an initial consultation. We’ll work with you one on one to determine a roadmap to success. We look forward to working with you soon.
Call Today: 570-445-3777 or 484-636-3421