Retirement Plan - Participant Education

Timely and accurate information is vital for you and your plan members in an ever-changing environment. Fiduciary Services provides you various tools to help keep you and your employees informed.

We will coordinate with your Human Resources Department on the best way to organize and conduct education and enrollment meetings.

Retirement Plan - Participant Forms

While you remain a plan participant, there will be events or transactions defined in your plan document for which your employer will require you to complete certain forms. Most of these forms must be signed and returned to your employer. For your convenience, and in order to increase your plan's administrative efficiency, we have included the following employee forms:

For more information, please contact us at 787.724.3657 (select option #2 three times) or online. To manage your account online, you may visit