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
- All Categories
- For Employers
- Plan Documents
- What is a plan document?
What is a plan document?
Updated by Chandler Julian
A plan document is the document that specifies your retirement plan's rules and operational guidelines. Your plan must adhere to the rules in its document to keep its tax-qualified status. Your plan document may need to be updated periodically to account for tax law changes and changes to ERISA. These updates are typically handled by your plan's administrator.
If ERISA is serving as your third-party administrator, we'll handle these updates for you.