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.