Instructions for Adopting Employers
Ready to offer a Pooled Employer 401(k) Plan (PEP) to your employees? Enrolling your business in a PEP is an easy process. Download, complete and upload the forms below. Please do not sign any of the forms. Once submitted, we will send a final electronic copy for you to review and e-sign.
Company Information Form – Complete all information.
Employee Census Form – Include information for all company employees.
ACH Information Form – Leave plan ID, plan name, and authorized by section blank.
Payroll Schedule Form – Include payroll provider name and information for the next six pay periods.
Portal Authorization Form – Determine who will have access to all, or a portion of, portal information.
Employer Adoption Agreement – This form governs your 401(k) plan. Please work directly with your Plan Advisor to complete this form.
Once your forms are complete, click the button below to upload your documents.
Ready to upload your business's enrollment documents?
Everything you need to know about the benefits of offering a 401(k) to your employees.
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Leave most of hard work to us. Check out a common breakdown of each party's responsibilities.