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Census & Ownership Data FAQ

Compliance Questionnaire Help Guide

Fidelity Bonds for Your Retirement Plan

Fixing Common Plan Mistakes

What if I own multiple companies?

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?

Beneficiaries

How Distributions Work on our Platform

Required Minimum Distributions

Eligibility Tracking & Enrollment

What challenges should I watch out for with automatic enrollment?

Choosing an Investment Menu

Default Investments

Investment Menu Changes

Participant Loans

Will ERISA help me with my plan audit?

What is a plan document?

Conversion Timeline

Enrollment Methods

Getting Started as a Plan Administrator

Plan Setup Guide for New Defined Contribution Plans

Roles & Responsibilities

Terminating a Defined Contribution Plan

Divorce and Retirement Accounts - Qualified Domestic Relations Order (QDRO)

Hardship Withdrawals

How do I request my distribution?

Involuntary Distributions

Required Minimum Distribution (RMD)

How do I change my investment elections?

Investment Menu

How do I know how much is available for a loan?

How to Make Extra Payments on Your Retirement Plan Loan

How to Pay Off Your Retirement Plan Loan

How to Request a Loan

How to Take a Loan from Your Retirement Account

Loan Repayment Requirements

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

What is a 401(k) Plan? And why should I save?