• Document Setup Questionaire


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    This questionaire is needed to set up the document for a newly adopted qualified plan.

  • Administration Takeover Review

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    In order to review a plan for administrative takeover and analysis the following items in this form are needed.

  • 401K Survey


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    The Internal Revenue Code provides for dollar limitations on benefits and contributions under qualified retirement plans

  • IRS COLA Limits

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    401K Survey for employees

  • Payroll form

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    Payroll information for employees

  • Distribution Request Form


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    This form is used by the Plan Sponsor/Trustee to inform Wmega, Inc., of employee terminations and to initiate distributions forms for the employee to remove their vested assets from the Plan. The form should be faxed to Omega, Inc., following the date of termination and the deposit of all contributions for the employee.

  • Loan Authorization Letter

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    This form is copied onto company letterhead, and signed by the Plan Sponsor/Trustee to authorize a loan from the employee's Plan assets. Can only be used if the Plan Document has a Loan Provision.

  • EFAST2 Change Form


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    This form is completed by the Plan Sponsor/Trustee to submit a change in e-mail address for the signer of the Annual 5500 Return.

  • Omega Team Information

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    Information about the Wmega team.