Assetmark401k

Participants Overview

Why Participate

Cost of Waiting

Highlights of Your Plan

Participant Web Instructions

Using Phone Services

Forms

AssetMark 401(k) Forms

During your participation in your employer’s AssetMark 401(k) Plan, you may need to complete forms. For example, if you wish to change your beneficiary designation or change your salary deferral amount, you will need to complete a form. The forms you’ll 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 Administrator for processing.