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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

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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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Latest Issue 401(k) Today

Mutual Fund Rates Magnified – What a difference a percent makes.

Investing Takes Sense of Humor – Fewer than half of all Americans have a sense of humor.

It's Time to Tame Executive Greed – "To save capitalism, it's time for the government to step to the plate and make an attempt to stop the hemorrhaging of our stockholders' money.”