This Form is used for new plans. If you are not sure what features you need in your 401(k) Plan, just complete the first page. E-mail or fax the form to
Rick@SoundBenefitsConsulting.com or 360-766-4001 (fax)
This is a generic Participant Enrollment Form. It can be used for initial enrollment or to change salary reduction amount.
This generic distribution package is used when a participant terminates employment with the employer. It has the "Special Tax Notice Regarding Plan Payments" and the Distribution Election Form. Call or contact Sound Benefits Consulting before using.
If you want a quote or plan design ideas, complete this form with estimated information and e-mail or fax to Sound Benefits Consulting. Please provide a the best time to contact you.