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?
Getting Started as a Plan Administrator
Plan Setup Guide for New Defined Contribution Plans
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?
Retirement Plan Security Enhancements
Understanding Your Plan's Expenses
Saving for Retirement
Book a Retirement Planning Session
Updated by Chandler Julian
If your payroll provider does not automatically submit your retirement plan contribution data to us, you will need to upload your contribution files to us for processing using our secure file upload page - click here.
After you upload your payroll file, our operations team will review and process your file.
Bank drafts are made effective as of the payroll check date that you specify on your upload. If you would like a different bank draft date than the payroll check date, please specify that in your upload notes.