Please select the appropriate link to upload:
For Existing Clients:
Upload Annual Census and tax documents
Upload (5500-EZ or 5500SF) and 8955ssa signed IRS forms
Upload Signed Contribution Calculation Reports reports
Upload Accounting files (e.g. Financial Statements)
Upload Participants Services (e.g. Distributions and Loans forms, and other Participant Forms)
Upload 1099 Worksheet forms
Note: To avoid delays in processing, please ensure you are uploading to the correct location.