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401K/Profit Sharing
Overview
Participant Center
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401K / Profit Sharing
Participant Center

Retirement Resource - myretirementplan.sheakley.com
Retirement Resource - Gemini

Below are the various forms, applications, and additional resources we have provided to assist you with your 401(k) / Profit Sharing plan.  Some of these documents require Adobe Acrobat Reader to view.  If you do not have this plug-in, click here to download.

Instructions for Toll Free Information Line

Resource Links

Sheakley Retirement News - PDF

American Funds Newsletter - PDF

UBS Trust Retirement News - PDF

Census Tutorial 

Request Forms

Are you 404(c) compliant?

Plan sponsors have actually been sued by their participants for not being 404(c) compliant. To be sure your 401(k) plan is meeting all requirements contact our 401(k) dept. to discuss your liability as a plan sponsor.

Contact us to discuss at 800.877.2053 ext. 2610 

 




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