Stay Informed & Engaged with Your Retirement Plan

Visit our team’s favorite resources for benefits-related information, and access important annual data and participant forms below.

Annual Data Forms:

Employee Census Form (Secure Portal)

Plan Info Form (Secure Portal)

Trust Info Form (Secure Portal)

Employee Census Form (Excel)

Trust Info Form (Excel)

Confidential Employer Info Form (CEIF)

Participant Forms:

2026 401(k) Election Form

2026 401(k) Election Form – ROTH

2026 Bonus Deferral Election Form

2025 401(k) Election Form

2025 401(k) Election Form – ROTH

2025 Bonus Deferral Election Form

401(k) Info Sheet

Beneficiary Form (DB/CB)

Beneficiary Form (DC)

Employee Termination Form – 401(k)

Employee Termination Form – NON 401(k)

Regulatory Resources:

Internal Revenue Service

Department of Labor Employee Benefits Security Administration (EBSA)

Social Security Administration

News & Insights:

Plan Limitations

Roth Catch-Up Contributions Summary

Cycle 3 Restatements For DB Plans: FAQ’s

CARES Act FAQ’s

The CARES Act – AUI Webinar (Recording)

The CARES Act – AUI Webinar (Slides)

ERISA Bond Information (External PDF)

Useful Links:

American Academy of Actuaries

American Society of Pension Professionals & Actuaries

Pension Benefit Guaranty Corporation

Society of Actuaries

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