401(K) Profit Sharing Plans
Below are frequently used 401(k) profit sharing plan forms.
404a-5 Participant Fee Disclosure
Fee disclosure for plan participants
Participant Flyer (Stadion Money Management)
Flyer for Participants
QDIA Terms of Agreement for Lincoln Director Plan Participants (Stadion Money Management)
Terms of Agreement for Lincoln Director Plan participants.
401(k) Salary Deferral Bonus/Commission Election Form
Use this form to notify your employer to suspend your contributions to the 401(k) plan on bonus or commission compensation.
Lincoln Beneficiary Form
For new and existing participants to add beneficiaries
Lincoln Enrollment Kit
THR/Total Human Resources 401(k) Profit Sharing Plan kit