Forms

I am no longer with my Employer. What are my options?
As long as the Plan is active, you have the option of keeping your assets in your former Employer's Retirement Plan. However, depending on your account...
Wed, 8 Jul, 2020 at 1:20 PM
Where can I get a distribution form?
Please visit the Forms section of our website (http://forms.rpgconsultants.com) to download a PDF copy of all distribution forms for your Plan. Forms are al...
Thu, 25 Jun, 2020 at 2:48 PM
How long does it take to get a distribution? What is the process?
The processing timeline for a distribution ranges between 5 and 15 business days from the receipt of a completed application. We must first obtain Plan Spon...
Thu, 25 Jun, 2020 at 2:53 PM
Can I take a distribution due to Coronavirus/ COVID-19?
Your Plan may have elected to adopt the provisions of the March 2020 CARES Act to allow for Coronavirus-Related Distributions (CRD) and/or Coronavirus-Re...
Thu, 25 Jun, 2020 at 2:56 PM

Retirement Plan Forms

Financial Calculators

Annual Limits