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