Employees
Plan Integrity Partners (PIP) works to assist your employer in administering your company’s retirement plan.
How does PIP assist you as an employee?
We assist you by providing access to online resources, including links below to your recordkeeper (the company that provides you with your quarterly statement) to help provide any necessary forms or to answer your individual retirement plan questions.
Please contact your employer if you do not see the recordkeeper below for your retirement plan.
Recordkeepers
Please select your recordkeeper below.
Frequently Asked Questions
About how long will it take for me to receive my retirement plan distribution?
Depending on your plan, processing time is approximately 10-15 business days.
To Whom, Where & How should I send my completed physical forms to be processed?
If you are unable to process your distribution online through your plan’s website, please return your signed form to Plan Integrity Partners as follows:
Via Fax: 802-522-1331
Via Mail: Plan Integrity Partners, 50 Lakeside Ave., H5, Burlington, VT 05401
*Please do not email your forms in order to protect your personal information.
Form Completion Tips
If your account has both Roth & Pre-tax funds, please be sure to provide an account number for both fund types on your distribution form. This does not apply if you are requesting a rollover to your new employer’s 401(k) plan.
If your form includes a Spousal Consent section (for Qualified Joint & Survivor Annuity – QJSA), this MUST be completed. The consent must be signed AND witnessed by a Notary Public or the Plan Sponsor. If you are not married, simply indicate so.