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
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
Updated by Chandler Julian
Some employees are paid from different bank accounts than others. Can we have retirement plan contributions drafted from multiple bank accounts as well?
Yes! We can associate your employees into different groups and assign each group a different bank account. We'll need to initially know which employees to associate with each group to get everything set up.
To help keep things running smoothly when new employees are hired or if they need to change payroll groups, please submit the group or division name for each employee on your contribution files that you submit to us each pay period.