– for employers new to the program to quickly add their employee census data (addresses, birth dates, hire dates, etc.) |
– for ongoing use of the full range of Plan Service Center online functions: mass updating of payroll data; processing contributions; tracking compliance and vesting informatio |
– for handling payroll updates, compliance and vesting records separately from ongoing contributions (typically used by large employers) |
– for submitting participant contribution amounts without address or compliance data |
– for updating employee census information and processing contributions; does not include compliance or vesting information (usually used by employers who contract with an outside vendor for these functions) |
– updates our system for vesting years and percent vested |
– abbreviations you'll need for employees who reside outside of the United States |
(file name: 99999901.pas) |
(file name: 99999901.pad) |
(file name: 99999901.acr) |
(file name: 99999901.pf) |
(file name: 99999901.pfl) |
(file name: 99999901.pfl) |
(file name: 99999901.pdf) |
For Plan specific forms please login to the plan service center