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

• RCAB 401(k) Plan Safe Harbor Notice (2025)

• RCAB 401(k) Plan Automatic Enrollment Notice (2025)

• RCAB 401(k) Plan Document (restated December 2023) 

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

• RCAB 401(k) Important Plan Information and Default Investment Notice (2024)

• RCAB 401(k) Distribution Guide (2025)

• Required Rollover and Tax Notice for Lump Sum Distribution

• 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)

• How to Opt Out of or Change Auto Escalation (2024)

• How to Update Your 401(k) Contribution (2024)

• How to Review/Update the Beneficiary for your RCAB 401(k) (2024)

• How to Set Up Your Voya Online Account

• How to Access the Voya Retire Mobile App (keyword Retire)

• How to Access your Voya Online Account