Contributions
Changing Bank Accounts
To update the bank account from which retirement plan contributions are drafted, upload a completed copy of our ACH Authorization Form along with a copy of a voided check or a bank letter that contai…
Funding Contributions from Multiple Bank Accounts
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 diff…
Processing Contributions
If your payroll provider does not automatically submit your retirement plan contribution data to us, you will need to upload your contribution files to us for processing using our secure file upload…
Viewing Employee Contribution Rates
You can view your employees' contribution rates in a variety of ways within your plan sponsor online account. From the Participants List - Multiple Employees. Go to Participants and click on "Load Pa…
What if my payroll provider doesn't transmit my data to ERISA for me?
If your payroll provider won't submit your payroll data to ERISA on your behalf, it's best to delegate that responsibility to someone in your payroll or accounting department that has the ability to…
Which payroll providers does ERISA support?
What payroll providers does ERISA support? We proudly partner with Inova Payroll. Paycor. Paylocity. iSolved. The Payroll Company. Dominion Payroll. Paychex. For questions about how to implement payr…
