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PUGET SOUND ELECTRICAL WORKERS 401(K) SAVINGS PLAN Effective September 1, 2016IMPORTANT CONTACTS Plan Record keeper John Hancock Retirement Plan Services PO Box 940 Norwood, MA 02076 (800) 2943575

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How to fill out plan record-keeper

How to fill out plan record-keeper:

01

Start by gathering all the necessary information for the plan record-keeper form. This may include the employee's personal details, such as name, contact information, and social security number.

02

Next, provide details about the employer sponsoring the plan, such as the company name, address, and contact information.

03

Fill in the plan details, including the plan name, type, and effective date. If there is a plan number or identifier, be sure to include that as well.

04

Indicate the employee's eligibility requirements for participating in the plan, such as age or length of service.

05

Provide details about the contribution options available to the employee. This may include information on how much the employee can contribute to the plan and any employer matching contributions.

06

If applicable, indicate the vesting schedule for employer contributions. This refers to the employee's ownership rights to those contributions over time.

07

Include any additional information or instructions provided by the plan record-keeper, such as investment options or beneficiary designations.

08

Review the completed form for accuracy and completeness before submitting it to the plan record-keeper.

Who needs plan record-keeper:

01

Employers who offer retirement plans, such as 401(k)s or IRAs, need a plan record-keeper to manage and administer the plan.

02

Employees who participate in employer-sponsored retirement plans may also benefit from a plan record-keeper. They can access their account information, make contributions, and monitor their investments through the record-keeper's platform.

03

Plan participants, such as retirees or beneficiaries, may require the assistance of a plan record-keeper to access their retirement benefits and manage their accounts.

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What is plan record-keeper?

Plan record-keeper is a service provider responsible for maintaining records related to a retirement plan, such as participant data and plan transactions.

Who is required to file plan record-keeper?

Employers or plan sponsors who offer retirement plans are required to file plan record-keeper to the relevant authorities.

How to fill out plan record-keeper?

Plan record-keeper can be filled out electronically or on paper by providing all necessary information about the retirement plan and its participants.

What is the purpose of plan record-keeper?

The purpose of plan record-keeper is to ensure accurate record-keeping of retirement plan data and transactions for compliance and reporting purposes.

What information must be reported on plan record-keeper?

Information such as participant demographics, contributions, distributions, investments, and other plan-related activities must be reported on plan record-keeper.

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