Distributions

Clients and participants may request distribution paperwork below, however the primary contact for a participant should be their employer. We are limited in what information we can release directly to a participant due to confidentiality requirements. We are a third-party advisory firm and do not hold plan assets or have the authority to release funds but can facilitate paperwork in coordination with the plan trustee and investment company. We will review requests to confirm what distribution options, if any, are available at this time.  This request will be processed and responded to as soon as possible but may take 5-7 days for an initial response.  Whether the initial response is initiated by the participant or the employer, we will verify the distribution with the employer prior to sending paperwork.  Completed and signed distribution paperwork can be submitted by attaching and uploading below.