Participant Resources
USER PORTAL GUIDANCE VIDEOS
Access retirement account easily. Watch our web portal guidance videos for step-by-step instructions on changes, distributions, and managing your account…
SPANISH USER PORTAL GUIDE VIDEOS
Accede fácilmente a tu cuenta de jubilación. Mira nuestros videos de orientación en el portal web para obtener instrucciones paso a paso sobre cambios, distribuciones y manejo de tu cuenta….
PORTAL GUIDE FAQ FLYER
this flyer provides answers to our most frequently asked questions regarding our online user portal
PLANNING TOOLS
Want advice on how much you should contribute to your plan or what type of contribution is right for you?
Mobile App Guide
This flyer provides you with helpful insights on using our mobile app.
APP MÓVIL
Este volante brinda una útil perspectiva al usar nuestra app móvil.
iJOIN FOR INDIVIDUALS
Learn how to use iJoin to your advantage
GOVERNMENT &
FOUNDATION LINKS
CHOOSE TO SAVE
This site has many tools, including the ballpark estimate tool…
PARTNER
WEBSITES
Our unbundled, open architecture format allows us to work with the companies you choose…
FORMS
Log in to access all the forms you need to manage your plan, including…
SPOUSAL CONSENT
TO DISTRIBUTION
This form is required if your spouse’s account balance is greater than $5,000 and s/he is not electing to receive the distribution in the form of a Qualified Joint & Survivor Annuity (QJSA).
Employer Resources
REQUEST
WEBSITE
ACCESS
If you’ve forgotten your User ID or password, please contact us. Use the…
FORMS
Simply log in to your account to access all the forms you need to properly manage your program, including:
PLANNING TOOLS
We’re creating retirement planning tools…
PARTNER
WEBSITES
Our unbundled, open architecture format allows us to work with the companies you choose…
GOVERNMENT &
FOUNDATION LINKS
The following sites may be helpful during the operation of your plan.
CENSUS
FILE
REQUIREMENTS
Each year, we’ll need certain information to properly monitor your plan…
ADMINISTRATION &
COMPLIANCE REFERENCE
GUIDE
This reference guide outlines the annual tasks that are required in order to maintain your plan’s “qualified” status.
MEETING YOUR FIDUCIARY RESPONSIBILITIES
As an employer, the Department of Labor has strict rules that govern what you must do as a fiduciary…
SUBMITTING FEDERAL TAX WITHHOLDINGS
We’ve created handy step-by-step instructions that will walk you through how to submit your federal tax withholding…
ACCESSING
DOCUMENTS
AND FORMS
Accessing important plan documents and forms has never been easier. View, download and print right from our website….
2024 PLAN LIMITS
The federal government has updated the dollar limits applicable to qualified retirement plans…
TAX RETURN DATES HAVE CHANGED
The IRS has changed the due date for some business tax returns. While no changes were made to the deadline…
iJOIN FOR EMPLOYERS
Learn how to integrate iJoin
Advisor Resources
REQUEST
WEBSITE ACCESS
To get your user ID and password, fill out this form or contact your consultant…
PARTNER
WEBSITES
Our unbundled, open
architecture format allows us
to work with the companies you choose…
GOVERNMENT &
FOUNDATION LINKS
INTERNAL REVENUE SERVICE
Get the latest edition of…
GLOSSARY
For your reference, we’ve compiled definitions of the most common terms used in our industry…
2024 PLAN LIMITS
The federal government has updated the dollar limits applicable to qualified retirement plans…
iJOIN FOR FINANCIAL PROFESSIONALS
Learn how to integrate iJoin
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