Plan Administration

With online plan administration, you can conduct your day-to-day administrative tasks hassle-free. Below is a brief description of just a few features available in this section.

Add Participants
Add a new participant quickly and easily by submitting and verifying participant data, including investment elections for future contributions.

Upload Payroll
Submit payroll contributions without hassle each period using our approved payroll file layout.

Compliance Corner
Access up-to-date Employee Benefit Limits, Annual Compliance, Plan Review Checklist and a sample Investment Policy Statement.

Administrative Guide
Online guide that provides step-by-step instructions for completing important plan management activities.

To access your account now, login using your username and password.