Scottsdale Pension Systems, Inc. - The 401(k) Specialists Scottsdale Pension Systems, Inc.
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Participant Account Access
Download Administrative Forms
Government Links

If you are a client of our California office–now known as Campbell Albrecht–please click here to be directed to their new website.

 


Participant Account Access

If you receive your account statements directly from Scottsdale Pension Systems, your account is managed by our In-House Recordkeeping.  Please click the link below to access the account login screen.

If you receive your account statements directly from an investment company, please select the appropriate link below to be redirected to the investment company’s site.

Plan Sponsor Account Access


Download Administrative Forms

To apply for a loan, hardship withdrawal, or request a final distribution, please download the applicable administrative form by clicking the form name. Print the form and complete all sections, taking special note of portions that must be completed by your employer. The completed and signed form should be forwarded to our office according to the instructions on the bottom of the form.

Please be aware that the forms below are GENERIC. To expedite the process of your request, we suggest that you first log in to your account and check for the ability to download your plan’s specific forms.

In order to download forms, you will need Adobe Acrobat Reader. If you do not have Adobe Acrobat Reader, you may obtain a free copy by clicking here.


Government Links

     


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