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
Viewing Employee Contribution Rates
What if my payroll provider doesn't transmit my data to ERISA for me?
Which payroll providers does ERISA support?
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
Investment Menu Changes
Will ERISA help me with my plan audit?
What is a plan document?
Getting Started as a Plan Administrator
Plan Setup Guide for New Defined Contribution Plans
Roles & Responsibilities
Terminating a Plan
Terminating a Defined Contribution Plan
Who do I contact for support?
Divorce and Retirement Accounts - Qualified Domestic Relations Order (QDRO)
How do I request my distribution?
Required Minimum Distribution (RMD)
How do I change my investment elections?
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
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?
Book a Retirement Planning Session