Secure Document Upload

Select the link that matches the type of file you’re sending. Files are uploaded over an encrypted connection.

Existing Clients

Census & Tax

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

5500 / SSA

Return executed forms and signature pages for filing.

Contributions

Upload executed contribution schedules and approvals.

Accounting

Provide statements and accounting support documents.

Participants

Loans, distributions, or other participant-level requests.

1099

Submit 1099-R worksheet information and support.

New Plan

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

⚠️ To avoid delays, please double-check that you’re uploading to the correct category. If unsure,
contact our team.