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.
Existing Plan Documents
Census & Tax
Annual Census & Tax Documents
Upload W-2/W-3, census, ownership, and related year-end files.
5500 / SSA
Signed 5500-EZ / 5500-SF & 8955-SSA
Return executed forms and signature pages for filing.
⚠️ To avoid delays, double-check that you’re uploading to the correct category.