Pelion’s state-of-the-art technology enhances our ability to provide the highest level of service and expertise. Pelion’s integrated services support a full complement of retirement plans. Specializing in expert plan design, administration and consulting for qualified employee benefit plans.

Special Pay Participants

Special Pay Participant Forms

These forms may be opened and filled out using the participant’s computer, then printed out for signature. Fields within the same form will also populate automatically for your convenience.

 

Frequently Asked Questions for Special Pay Plan Participants

  • What is a Special Pay Plan?
  • What funds are available to invest my money?
  • Can I change my investments? How often? Can I change my investments online? If I trade today, how long does it take to show up in my account?
  • To see my account online, what is my user ID and password? Can I change my password? How often is the website updated?
  • How can I get a form? What form do I need?
  • How often will I receive a statement?
  • What is a beneficiary? What is a primary or contingent beneficiary? How do I change my beneficiary?
  • How long do distributions take to process?
  • Is my distribution taxable?
  • Can I have my distribution direct deposited into my bank?
  • How do I roll over my Special Pay Plan?
  • How can I update my personal information such as my address, e-mail or phone number?

Let's Talk

We would be happy to discuss how Pelion can help you.