Setting up a Plan

Our plan setups use an interactive online checklist that will guide you through the steps to design YOUR plan the way YOU want it to be administered.

Setup a New Plan Continue a Previously Saved Setup

The online setup only takes about 20 – 30 minutes to complete and we’ve put together a list of information that you should know or have on hand to complete the setup process:

  • Employer’s federal tax ID number (FEIN)
  • If you had an existing plan in the past, you’ll need the following (found on the plan’s SPD or 5500 filing)
    • The date the plan was originally adopted
    • The ERISA plan number (if applicable)

Once you’ve completed the setup application you’ll receive a confirmation email with a summary of your submission.