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
Table of Contents
Updated by Chandler Julian
Is ERISA tracking when my employees are becoming eligible to participate in the plan?
We do assist with eligibility tracking in our system if we have the employee payroll data necessary to track eligibility against the requirements in your plan.
For example - if your plan requires employees to be age 21, we would need to receive birthdates for all employees.
Another example is if your plan requires hours of service. We would need you to submit the hours for every employee each pay period so our system can track each employees' eligibility status.
Does ERISA send my employees a notification when they are becoming eligible for the plan?
Yes! When we detect one your employees is approaching their entry date, we send them an enrollment invite email and letter. If we don't have their contact info on file, we'll reach out to you and ask for it.
If we don't have any contact info on file, you will need to reach out to employees as they become eligible and make sure they are provided the opportunity to sign up.