The Pension Specialists, Ltd. Retirement Plan Tax Consulting & Compliance Solutions

  • Home

    • Who we are
    • Our Core Values
    • Our Services
    • Service Standards/Expectations Manual
    • Contact Us
    • TPS Employee login

  • Advice & Tools

    • QRP Reboot
    • Hot Topics
    • TPS Newsletters
    • Financial Calculators
    • IRS News
    • DOL News

  • Other Resources

    • Recordkeeping Partners
    • Fiduciary Guardian

  • Documents and Forms

    • Sponsor Downloadable Forms
    • Sponsor Education Documents
    • Investment Professional Forms
    • Participant Forms
    • Forms for Fiduciaries

  • PlanSponsorLink

  • Blog

  • Documents and Forms

    Use tab to navigate through the menu items.
    Plan Participants

    Plan Participant Downloadable Forms

    PDF Files of forms are available for you to download. Just click the links on the right side of the page.

    Group - Enrollment Package (Package includes terms a-e)

    a. Contribution Election Authorization Form

    b. Notice of Pre-Retirement Survivor Benefit Form

    c. Designation of Beneficiary Form

    d. Consent of Spouse Form

    e. Multiple Beneficiary Election Form

    Rollover Form

    Future Investment Election Form

    Annual Limitations

    2023 annual Limits and Annual Cost of Living Adjustments

    Enrollment/Change

    TPS Privacy Policy Guidelines

    Privacy Policy

    2023 annual Limits and Annual Cost of Living Adjustments (simplified)

    © 2017 The Pension Specialists, Ltd. 

    10501 N. 2nd st | Machesney Park, IL, 61115 | (815) 394-5500

    • Facebook Social Icon
    • LinkedIn Social Icon