FOCUS ON YOUR FUTURE

Please see below for a variety of resources on the 401(k) plan that WorkSmart Systems offers its clients’ employees. For details on the specific plan provisions that are offered to you, please contact WorkSmart Systems at 401k@worksmartpeo.com or by calling 317-585-7870.

For fund selection assistance and general guidance regarding investment options, you may contact the WorkSmart plan investment advisors, Shepherd Financial, at 866-WSS-401K.

For any other questions about the plan, please contact WorkSmart Systems at 317-585-7870 or 401k@worksmartpeo.com.

The WorkSmart Systems 401(k) plan is offered through John Hancock.

General Information for Plan Participants:

401(k) FAQs
Participant Data Change Form – contribution percentage etc.
Beneficiary Designation Form

Information for New Enrollees:

Enrollment Form – Please complete and scan to 401k@worksmartpeo.com, or fax to 317-585-7880.

Legal Notifications:

2024 QDIA
404a-5 Plan & Investment Notice
Supplemental Fee Disclosure