Welcome to the Client Services section of our site.

You the client can obtain the following information and services from this section:

  • Download  Salary Reduction Contribution Forms, updated for the current dollar limits.
  • Read messages through the Red Alert button that are important to know.
  • Give us suggestions about the website and how to improve it.

Obtaining Form 5500 Signer Credentials

New Distribution Tax Summary Form

One of the administrative forms we prepare as part of our plan document package is a summary of the federal tax rules governing distributions from retirement plans.  This summary is required to be furnished to any person receiving a distribution.

We have updated this form to reflect all law and regulatory changes through January 2010.

Clients should download the new form below and replace their existing forms with this new form.

Check this section in the future for ongoing changes.

2012 Salary Reduction Contribution Forms

Are you aware, the 2012 dollar limit on 401(k) contributions is $17,000 and the catch-up contribution limit is $5,500? Download the form you need below and save it to your computer.

You can type in the name of your plan and have a customized form that reflects the 2012 limits. 

Does your plan offer a Roth 401(k) contribution option? Check out our Roth 401(k) section (on the Navigation Bar) to learn about the benefits of adding this exciting feature to your plan.


Message and Suggestions

This website is intended to allow our firm to communicate with you the client more efficiently and effectively.  We invite you to give us suggestions on ways to improve the functionality of the website and The DCG Portal.

If you need immediate assistance with any matter relating to your plan, please do not hesitate to contact the administrator assigned to you or call Lee T. Jennings at 312-332-7733 (office) or 630-802-7644 (cell).

If you e-mail us, please enter “To Dana Consulting Group” in the Subject line of your e-mail.






Ask how we can assist you.




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All rights reserved.