Resources
Download Administrative Forms
You may contact Scott Freeman at scott@scottfreeman401k.com regarding the following administrative forms.
- Application for Loan
- Participant Data Change / Beneficiary Designation Form
- Application for Hardship Withdrawal
- Request to Process Participant Distribution
Request for Proposal
If you would like to know what it would cost to have us administer your plan, please contact Scott Freeman at scott@scottfreeman401k.com and we will be happy to provide you with a free, no obligation proposal.
Affiliated Company Links
Annual Plan Limits
Each year the U.S. government adjusts the limits for qualified plans and Social Security to reflect cost-of-living adjustments and changes in the law. Many of these limits are based on the "plan year" as defined in the plan document. The elective deferral and catch-up limits are always based on the calendar year.