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?
Getting Started as a Plan Administrator
Plan Setup Guide for New Defined Contribution Plans
Portal User Guide
Terminating a 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 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?
Understanding Your Plan's Expenses
Saving for Retirement
Book a Retirement Planning Session
Updated by Chandler Julian
To update the bank account from which retirement plan contributions are drafted, upload a completed copy of our ACH Authorization Form along with a copy of a voided check or a bank letter that contains the ABA routing number and account number to using our secure file upload system.
After your bank information is submitted, we will add the account to your plan and remove any accounts that you indicated on your form. Please note that the Charles Schwab Trust Bank will initiate a 3-5 day prenote test on your account to make sure that it's ready to accept ACH bank draft instructions.
After prenote testing is complete, your new account will be ready to use.