Disclaimer: Please pay attention when uploading files to any of our options; you must ensure to use the correct link according to the file type. Any miscategorized file will delay our team’s response, as each department has different queues, with some may take days or weeks before misplaced files are sent to the correct recipient.

Prospects/proposals and new business-related inquiries:

• New Business Uploads, click here
• Takeover Document submissions, click here

Current clients:

• To upload PARTICIPANTS documents, including DISTRIBUTIONS, LOANS, or BENEFICIARY FORMS, click here
• To upload your 5500 or 8995-SSA form, click here
• To upload your FINANCIAL STATEMENTS, and TRUST ACCOUNTING reports, click here
• To upload your SIGNED CONTRIBUTION CALCULATIONS, click here
• Any OTHER, including LEGAL DOCUMENTS, INVOICES/STATEMENTS, APPLICATIONS click here
• CENSUS / W2-W3 Data Submissions (E.g., Excel Census requests, W2/W3, Payroll Data, and other Tax forms):
  • For your annual Submission:
    • Census uploads for companies that only have one employee or husband/wife plans), click here
    • Census uploads for companies with more than one employee, click here
    • Add files to prior Census Submissions, click here

For Help? Call our IT Department at 305-595-5500 ext 206