To be completed by 401(k) plan paritcipants electing the percentage or
dollar amount of salary to contirbute to the plan. The completed form
must be given to the Employer’s
payroll department.
Check to see if your plan allows for loans before completing and returning it
to your plan Trustee for approval. The completed application and fee should be returned to Retirement Plan Consultants for processing.
Used for all plans that are not 401(k) plans. The top potion of this form is to
be completed
by the Employer and returned to Retirement Plan Consultants for processing.
401kTerminationNotice.pdf