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Adivisors

For Advisers

  • Floor-Offset Plans
Employers

For Employers

  • Compliance
    • Census & Ownership Data FAQ
    • Compliance Questionnaire Help Guide
    • Fidelity Bonds for Your Retirement Plan
    • Fixing Common Plan Mistakes
    • What if I own multiple companies?
  • Contributions
    • Changing Bank Accounts
    • Funding Contributions from Multiple Bank Accounts
    • Processing Contributions
    • Viewing Employee Contribution Rates
    • What if my payroll provider doesn’t transmit my data to ERISA for me?
    • Which payroll providers does ERISA support?
  • Distributions
    • Beneficiaries
    • How Distributions Work on our Platform
    • Required Minimum Distributions
  • Enrollment
    • Eligibility Tracking & Enrollment
    • What challenges should I watch out for with automatic enrollment?
  • Investments
    • Choosing an Investment Menu
    • Default Investments
    • Investment Menu Changes
  • Loans
    • Participant Loans
  • Plan Audits
    • Will ERISA help me with my plan audit?
  • Plan Setup
    • Conversion Timeline
    • Enrollment Methods
    • Getting Started as a Plan Administrator
    • Plan Setup Guide for New Defined Contribution Plans
  • Service Providers
    • Roles & Responsibilities
  • Terminating a Plan
    • Terminating a Defined Contribution Plan
CPAs

For Participants

  • Distributions
    • Divorce and Retirement Accounts – Qualified Domestic Relations Order (QDRO)
    • Hardship Withdrawals
    • How do I request my distribution?
    • Involuntary Distributions
    • Required Minimum Distribution (RMD)
    • Book a Retirement Planning Session
  • Investing
    • How do I change my investment elections?
    • Investment Menu
  • Loans
    • How to Pay Off Your Retirement Plan Loan
    • How do I know how much is available for a loan?
    • How to Make Extra Payments on Your Retirement Plan Loan
    • How to Request a Loan
    • How to Take a Loan from Your Retirement Account
    • Loan Repayment Requirements
  • Managing Your Account
    • Adding a Beneficiary
    • How do I roll money from another retirement account into my retirement account with ERISA?
    • Retirement Plan Security Enhancements
    • Understanding Your Plan’s Expenses
  • Saving for Retirement
    • What is a 401(k) Plan? And why should I save?
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Enrollment

  • Eligibility Tracking & Enrollment
  • What challenges should I watch out for with automatic enrollment?
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