Assetmark401k - Employer Forms

Employers Overview

Benefits of a 401(k) Plan

The AssetMark 401(k) Plan

Converting to an AssetMark 401(k) Plan

Plan Sponsor Web Instructions

Forms

AssetMark 401(k) Forms

Employers in their role as plan sponsor may need to complete maintenance, transmission and other forms during the life of their plan. The forms you and your plan participants will need are available here, online, so you can access them anytime you need them.

To use this feature, you will need Adobe Acrobat. If you do not currently have Adobe Acrobat, click here for a free download of the software. Forms are provided in a .pdf format. To access the forms:

•		Review the list of forms below. After you’ve found the one you need, click on the title of the form. It will open in .pdf format through Adobe Acrobat.
•		You can complete the form online, or print it to complete later.
•		After you’ve completed the form online, print the form and sign it if applicable.
•		Give the printed, signed form to your Plan Specialist at Fiserv ISS/Trust Industrial Bank for processing.