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…

Chandler Julian
Updated 1 month ago by Chandler Julian

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…

Chandler Julian
Updated 1 month ago by Chandler Julian

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…

Chandler Julian
Updated 4 months ago by Chandler Julian

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…

Chandler Julian
Updated 8 months ago by Chandler Julian

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…

Chandler Julian
Updated 8 months ago by Chandler Julian

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