Advisor File Upload Portal | Pension Services Inc.

Upload Files – Advisors

Welcome, financial advisors. Choose the link that best matches the documents you’re submitting.
For questions, email our New Business team at
newbusiness@pensionnetwork.net.

New Business / Plan Setup

New Plan

Installation Questionnaire & Prospect Census

Provide information to set up a new plan or request a proposal.

Begin

Existing Plan Documents

Census & Tax

Annual Census & Tax Documents

Upload W-2/W-3, census, ownership, and related year-end files.

Upload

5500 / SSA

Signed 5500-EZ / 5500-SF & 8955-SSA

Return executed forms and signature pages for filing.

Upload

Contributions

Signed Contribution Calculation

Upload executed contribution schedules and approvals.

Upload

Accounting

Accounting / Financial Statements

Provide statements and accounting support documents.

Upload

Participants

Participant Services

Loans, distributions, or other participant-level requests.

Upload

1099

1099 Worksheet

Submit 1099-R worksheet information and support.

Upload