Resources

Forms & Documents

The following forms and documents are available for download.

• Designation of Beneficiary (Pension Plans)
• Designation of Beneficiary (Profit Sharing and 401K Plans)
• Certification of Trust Beneficiary
• 401K Deposit Data
• Special Tax Notice Regarding Plan Payments
• Hardship Application
• Hardship Letter to Client
• Hardship Notice
• Census Data Sheet
• Top Heavy Flowchart
• 401(k) Plan Timeline

Your plan is the focus of our attention.

From EIP’s inception, qualified plans have been our only focus. For us, retirement plans are not a sideline or a separate department with an off-the-shelf, cookie cutter document. Instead, EIP offers a total dedication to qualified plans for businesses. Our staff of professional consultants and administrators invests the time to know and understand your company now and as it grows, assuring that your plan is always the most appropriate solution to meet your specific objectives. In addition, we are tenacious about checking every detail, tracking every legislative change and keeping you informed of new opportunities.