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 401(k) Basics (Watch Now!)
Find out how easy it is to understand your 401(k) options, how the plan works and what steps to take as your embark on your savings journey!

 Asset Allocation (Watch Now!)
Need help understanding how to invest your contributions? This video makes it easy for every investor--conservative, moderate or aggressive!

Customer Support

Pension Dynamics

2300 Contra Costa Blvd., Suite 400
Pleasant Hill, CA 94523-3955

925-956-0505 401(k) Plan Department
925-956-0506 401(k) Plan Fax

925-956-0514 Flex Benefits Department
925-956-0534 Flex Benefits Fax

Frequently Asked Questions

• 401(k) Retirement Plan FAQs
• Flex Benefit and Reimbursement FAQs
• COBRA FAQs

401(k) & 403(b) Plan Forms

click on the link to open the PDF form

• Enrollment Form
• Beneficiary Designation Form
• Revision Form
• Request for Hardship Withdrawal Form (includes Agreement to Revoke Payroll Form)
• Participant Loan Request Form
• Loan Payoff Deposit Form
• Rollover Authorization Form
• Personal Information Update Form
• Participant Account Access
• Notice of Employee Leave of Absence
• Payment Request (Excel Spreadsheet)

Flexible Benefit Plan Forms

click on the link to open the PDF form

• Flex Request for Reimbursement
• Flex Request for Reimbursement (Spanish)
• Commuter Request for Reimbursement
• Sample Section 125/Flexible Benefit Plan Handbook
• Section 125/Flex Plan List of Eligible Expenses
• Personal Information Update Form
• Letter of Medical Necessity
• OTC List

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The latest 401(k) Today Quarterly Newsletter

Cash-laden retirees need to put funds to work
The law of unintended consequences has dealt another blow to conservative retirees who have been investing in bank certificates of deposit and short-term debt like money market funds.

Hidden fees on 401(k) plans deserve light of day
What next? A lawsuit plaintiff against a 401(k) plan sponsor (the employer) went ballistic and shot two people in a courthouse back in Missouri.

Punitive tax reform for some banks overdue
F. Scott Fitzgerald once said the rich are different. Hemingway added, "Yes. They have more money."