Submitting Plan Information

Employee Info

Clicking on the 'i' icon will bring up a list of missing information.

Please enter any new or missing employees and enter in the employee information.

Census (if applicable)

Clicking on the 'i' icon will bring up a list of missing census information.

Please enter the census information (ie gross compensation hours worked, etc) for each of the employees.

Questionnaire (if applicable)

Please click on the questionnaire module and answer the questions provided.

Clicking on the 'i' icon will bring up a list of missing questionnaire information.

Brokerage Account (if applicable)

Please click on the brokerage account module and answer the questions provided.

Clicking on the 'i' icon will bring up a list of missing brokerage information.