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
Portal User Guide
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?
Understanding Your Plan's Expenses
Saving for Retirement
Book a Retirement Planning Session
Portal User Guide
The bonus calculator module facilitates the calculation of payroll entries for employees whose compensation (bonuses and/or commissions) are eligible for retirement plan contributions. Employees can…
The compensation grid provides a quick and easy way to export stored values in the flexComp database. Enter your display preferences (Annual, Hourly, Per Pay Period) and set a date range. Only record…
The Employees screen provides a full list of employees in the database. From this screen, you can add new employees and edit multiple data elements for an employee. The individual employee screen con…
Welcome to the ERISA portal, the gateway to your company’s retirement plan. The portal maintains up-to-date information on your employees and detailed compensation information that is instrumental fo…
Updating an Employee's Compensation
New Compensation Entry. To make a new compensation entry, select the “flexComp” link in the top righthand banner of the employment information screen. This launches a new Inputs screen. Update the re…