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Compliance
Census & Ownership Data FAQ
Compliance Questionnaire Help Guide
Fidelity Bonds for Your Retirement Plan
Fixing Common Plan Mistakes
What if I own multiple companies?
Contributions
Changing Bank Accounts
Funding Contributions from Multiple Bank Accounts
Processing Contributions
Viewing Employee Contribution Rates
What if my payroll provider doesn't transmit my data to ERISA for me?
Which payroll providers does ERISA support?
Distributions
Enrollment
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Plan Audits
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Conversion Timeline
Enrollment Methods
Getting Started as a Plan Administrator
Plan Setup Guide for New Defined Contribution Plans
Service Providers
Terminating a Plan
Who do I contact for support?
For Participants
Distributions
Divorce and Retirement Accounts - Qualified Domestic Relations Order (QDRO)
Hardship Withdrawals
How do I request my distribution?
Involuntary Distributions
Required Minimum Distribution (RMD)
Investing
Loans
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
Distributions
Beneficiaries
If you have a plan participant that is deceased, their account is typically awarded to their beneficiary that they designated. Beneficiaries can be anyone of the participant's choosing, but there are…
How Distributions Work on our Platform
Employees that have a distributable event that's authorized by your plan document may request a withdrawal (distribution) from their retirement plan account by logging into their account and accessin…
Required Minimum Distributions
Required minimum distributions (RMDs) are distributions that are required by the IRS once a participant reaches age 72 (previously age 70.5 until the enactment of the Secure Act on January 1, 2020).…
