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.

401k Participants

401k 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 401k Participants

  • What is a 401k?
  • How does a 401k work? When am I eligible to put money into the plan? How much may I contribute?
  • What funds are available to invest my 401k?
  • 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?
  • What is the maximum amount of money I can contribute to my 401k annually?
  • 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?
  • Can I take out a loan against my 401k? How long does it take to get the loan?
  • What options do I have if I terminate my employment? Can I leave the 401k money in the plan or must I take it out? Can I rollover my money to my new employer?
  • When can I receive a distribution out of the plan?
  • 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 401k?
  • What are the rules regarding hardship withdrawals from my 401k?
  • What is vesting? How does it apply to my account?
  • 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.