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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!

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

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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) Plan Forms

click on the link to open the PDF form

• Enrollment Form
• Beneficiary Designation Form
• Revision Form
• Loan Election Form
• Request for Hardship Withdrawal Form (includes Agreement to Revoke Payroll Form)
• Participant Loan Request Form
• Rollover Authorization Form
• Personal Information Update Form
• Participant Account Access
• Notice of Employee Termination/Payment Request

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

Real reason for optimism. About that light at the end of the tunnel, it might not be the headlight of the locomotive after all.

Predicting market is anyone's guess. Black Swan this, Black Swan that. It seems like the term "Black Swan" is on everyone's lips these days and is even in the title of a John Bogle speech.

For '08, rethink investments. With respect to considering this year's investment strategy, I feel like I'm in one of those submarine movies where the speakers are crackling, "Dive. ... Dive!"