Worker401k

An employer’s requirements with respect to notifications and disclosures for company-sponsored pension and retirement plans are burdensome. Companies must provide their employees a variety of forms and documents, and it can be difficult to know what to provide and when to provide it. It can also be difficult to receive forms filled out by an employee easily and securely. Through the use of WorkerServices, Worker401k by Advantage Resource (www.Worker401k.com) helps alleviate this burden by providing a company’s employees easy and ready access to a variety of material, to include:

• Beneficiary Forms
• Wage Deferral Forms
• Rollover Forms
• Distribution Applications
• Employee Notices
• Blackout Notices
• Participant Disclosures
• Fee Disclosures
• QDIA Notices
• Investment Lists
• Tax Notices
• Enrollment Kits
• Summary Plan Descriptions

We understand the unique problems presented by having a non-collocated workforce. Let Worker401k by Advantage Resource help ease the retirement plan administrative burden of employer notification requirements and remote employee document collection.

Note: Both Worker401k by Advantage Resource and WorkerServices are provided by Advantage Resource.