Products March 4, 2001

American Express Brings Statements, Forms Online

April 3, 2001 (PLANSPONSOR.com) - Participants will soon be able to view and download their 401(k) statements online with American Express Retirement Services.
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Plan sponsors can choose the new option, effective for first quarter 2001 statements. Participants will still be able to get a paper copy each quarter.

Plan sponsors can also choose to allow participants to access plan-specific forms online, in PDF format, at the ” My Retirement Account ” section of the American Express Retirement and Workplace Services Web site.

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Participants can also download, print and submit changes with a paper form, if preferred.

Sponsors can choose from the following set of forms:

  • beneficiary form
  • enrollment form
  • rollover contribution form
  • rollover letter of instructions
  • pre-authorization form
  • tax notification form 402f
  • change of address form.

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