Plan Setup

Conversion Timeline

Considering moving your plan to ERISA? Here's a sample timeline that gives you an idea of what the typical conversion process to ERISA looks like. We help make conversions smooth and nearly effortles…

Chandler Julian
Updated 11 months ago by Chandler Julian

Enrollment Methods

Here are some of the enrollment methods that we have available for your employees. Talk to your account manager for more information about how to schedule these services.

Chandler Julian
Updated 11 months ago by Chandler Julian

Getting Started as a Plan Administrator

As the plan administrator for your company's retirement plan, you're charged with responsibility for the operation of the plan and making sure that the provisions in your plan document are followed.…

Chandler Julian
Updated 11 months ago by Chandler Julian

Plan Setup Guide for New Defined Contribution Plans

Service Agreements. Once you've decided to hire us as your service provider, we will send you a service agreement for e-signature. The service agreement will establish the terms of our services, fees…

Chandler Julian
Updated 7 months ago by Chandler Julian

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