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.
Special Tax Rules on Distributions 402(f) – Contains important information you will need to know before deciding to take a distribution from your retirement plan and the possible tax ramifications surrounding your decision.
Spousal Consent – Use this form if you are married and you are not naming your spouse 100% primary beneficiary.
Beneficiary Address Status Change Form – Use this form to change beneficiary elections, marital name changes and address changes. As employer you need to keep a copy of this on file for each employee. A copy can be sent to PPC as a BACKUP.
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