CALL US TODAY 888-505-4484

The majority of our processes are automated for your convenience, but below we have provided a few of the more commonly referenced items in hard copy format:   

isolved ENROLLMENT INSTRUCTIONS – use this cheat sheet if you’re logging in to the system for the first time to enroll in your 401(k) plan

DISTRIBUTION AT TERMINATION  – use this form if you’ve separated service and would like to move your account elsewhere and/or take a cash distribution.

Special Tax Notice2 please reference this information when taking a distribution from your retirement plan.

Beneficiary Designation Form  – This form is required ONLY if you’re married and designating someone OTHER than your spouse as your primary beneficiary.  If your spouse is your 100% primary beneficiary, your elections can be made online – no form required.

HARDSHIP WITHDRAWAL REQUEST If you’re an active employee and need to access your account, you may qualify for a hardship distribution for one of the following reasons: 1. To purchase a primary residence, 2. To prevent eviction or foreclosure, 3. For post secondary education expenses for you, spouse, or dependent, 4. For funeral expenses, 5. For repair to a primary residence due to natural disaster. You will be required to provide documentation along with your hardship application.

Please contact us directly if you are in need of assistance. You can reach us at 1.888.505.4484. Our representatives are available M-F 8am-5pm EST.