Pension & Profit-Sharing Plan Clients

For our pension and profit sharing plan clients, please find below relevant forms, information sheets and other information. Please contact your Plan Administrator if you cannot find what you are looking for in these pages.

Please note that the forms referred to above are for informational purposes only and may need to be changed to suit your company’s and plan’s circumstances. If you have any questions, please contact your Plan Administrator.

* If you are uncertain whether your plan has a qualified joint and survivor annuity (QJSA) distribution requirement, the waiver of which requires spousal consent, please contact your Plan Administrator.

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