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 Lauren Braun
Do you send us census data to approve?
We can can send you the census data we have for your plan or you can send us your data using our excel template. Tell us your preference on the compliance questionnaire.
What if there’s a mistake in my plan's census data?
Not a problem. If we’ve sent you data and you notice that something is incorrect, feel free to correct it there. We’ll update our records when you send the data back to us.
If you’ve sent us data and you later realize there was a mistake, let us know ASAP so we can make the updates. Census data affects each phase of the compliance cycle so it’s very important to have accurate data.
Why is a terminated employee included on my census data?
If the participant terminated during the plan year, they’ll need to be included on the census data since they were a participant for part of the year.
If the participant terminated before the beginning plan year they should not be included in the census data. Contact your service representative if you need to update your census data to remove the participant.
I don’t have some employees' DOB / DOH / DOT / DORH. Is that okay?
In order to accurately perform compliance testing, we’ll need all of the employees' dates. Dates can affect eligibility and vesting, which is the foundation of compliance testing. We cannot move forward with your plan’s compliance testing if we don’t have complete data.
I don’t know how to get my census data.
That’s okay. Reach out to your service representative and we’ll be glad to assist.
I have the census data but I don’t know how to put it in the excel template you sent me.
Let us help. Reach out to your service representative and we’ll walk you through. Alternatively, you can upload the data that you have through our secure upload link on the year-end webpage.