Click Here to Access Form 5500

401k, Profit Sharing & Other Pension Plans

We have experienced professionals that can handle your retirement plan administration. We offer the following services:

• Plan design and consulting
• Plan documents
• Required testing, schedules and reporting
• Enrollment & Education Services

Plan Design & Analysis

We understand that every organization is unique and that there is no "One Size Fits All" retirement plan. We can design a plan that fits your needs and objectives. Simply fill out the Pension Analysis Sample Collection Form below and email it back to us.

• Pension Analysis Sample Collection Form
• Pension Analysis Sample

Forms

Please note that if you are a participant in a John Hancock, AXA, or Transamerica plan, you must download two forms-the Distribution, Loan or Hardship Form and the applicable custodial form (i.e., John Hancock, AXA, or Transamerica).

Distributions

• Distribution Form
• John Hancock Distribution Form
• AXA Distribution Form
• Transamerica Distribution Form

Loans

Your plan may or may not allow for loans. Please check with your plan administrator

• Loan Application
• John Hancock Loan
• AXA Loan
• Transamerica Loan

Hardship Distribution

Your plan may or may not allow for hardship distributions. Please check with your plan administrator. Also note that if your plan allows for hardship distributions, you must exhaust all loan provisions first.

• Hardship Distribution
• John Hancock Hardship
• AXA Distribution
• Transamerica Hardship

Other Forms

• 401(k) Election Form
• Beneficiary Designation Form
• Plan Design Form