Upload Files – Plan Sponsors
If you are the employer/plan sponsor, choose the link that matches the documents you’re sending.
Files are uploaded over an encrypted connection.
Existing Clients
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.
New Plans / Takeovers
New Plan
Installation Questionnaire & Prospect Census
Provide information to set up a new plan or request a proposal.
⚠️ Please make sure you choose the correct category to avoid processing delays.