401(k) Forms & Documents

Select a link below and complete the form, then print, sign and date, and send the original version to the appropriate party as noted on the form.

• 401(k) Beneficiary Designation Form

• 401(k) Post-Employment Installment Payment Request Form

• 401(k) Rollover-In Form

• Request for Suspension of 401(k) Deductions on Non-regular Pay Dates

• Restated RCAB 401(k) Plan Document 

• RCAB 401(k) Plan Annual Automatic Enrollment Notice (2024)

• RCAB 401(k) Plan Safe Harbor Notice (2024)

• Beneficiary Designation Instructions

• Back to School 401(k) Flyer

• RCAB 401(k) Investment Options Summary

• RCAB 401(k) Investment and Governance Policy Statement

• IRS Roth and Pre-Tax Investment Comparison

• Roman Catholic Archdiocese of Boston 401(k) Plan Audited Financials 2021
  (Dec. 31, 2021) 

• Roman Catholic Archdiocese of Boston 401(k) Plan Audited Financials 2020
  (Dec. 31, 2020)