Lockhart 401(K)/Retirement Plan
 

 

Contact Information

Employer Contact
Robert Upson, CPA
Tel: (340) 776-1900
Fax:(340) 774-8830
Email: RUpson@lockhart.com

Third Party Plan Administrator
David Greengold
Pension Actuarial
Consultants, Inc.
Tel: (516) 484-5800
Fax:(516) 484-5896
Email: DavidGreengold@savefor65.com



Setting Up Your Account
Enrollment Instructions Instructions for completing the Voya Investment Selection and Plan Beneficiary Forms.
For First Time Enrollment - All cross outs must be initialed. You may select a fixed dollar amount or percent of salary.
You may change beneficiaries as often as desired. If you are married your spouse is your beneficiary unless they agree to waive with a notarized consent.
Mail ths to your IRA or former employer to have your other retirement accounts transferred to your 401(K) account.
Annual Safe Harbor Notice.
Maintaining Your Account
Salary Deferral Election Form To change the amount of 401(k) Deferrals. Complete and forward to Human Resources.
Instructions to sign up for online access to your Voya Retirement Plan account.
To Change Your Investments To Change existing investments you may call Voya at 1-800-584-6001 to change investments, or at their website: VoyaRetirementPlans.com
Voya Website This will take you to the Voya Website. You will need your social security number and PIN# to set up a UserName and Password.
Plan Participant Tools A flyer on how to access demonstrations of the plan participant tools made available to you by Voya as a participant in the Lockhart 401(K)/Retirement Plan.