FORMS:

Please note that many loan and benefit distribution applications require forms specific to the investment platform. Please refer to our "Links" page for investment specific application downloads.

ERISA E-Fast 2 registration

The DOL (Department of Labor) will no longer allow qualified plans to file annual returns on paper. They are now requiring electronic 5500 filing by plan sponsor commencing with the 2009 returns. The Ryding Company will continue to complete your forms and will upload them to our 5500 site located at: http://www.efast.dol.gov/welcome.html. The 5500 signer (Plan trustee or administrator) must go to this site, sign the form electronically, and send the 5500 file to the DOL directly. You must register to use this site before you can access your files. The instructions for registration are available on a PowerPoint slideshow by clinking on the following link:

Please note that Mozilla Firefox Browser does not communicate with this web site.

ERISA E-Fast2 Registration Tutorial

The Ryding Company E-Fast2 Filing Tutorial

Authorizations & Elections:

Pension Portal Access Authorization Form

401(k) Deferral Election for Self Employed (for Sole Proprietors & Partners)

401(k) Election Form

Tax Notices:

Required Distribution Special Tax Notice (for non-Roth Plans)*

Roth Plan tax notices are provided by financial institutions.

Benefits Processing:

Application for Benefits (Generic)