Resources

We ensure that the needs of employer and employee will be met. We have worked with:

• American Funds
• Voya Financial
• John Hancock
• Vanguard
• Empower

Download the following administrative forms by clicking on the form name below:

• 2022 Annual Census Form
• New Plan Information Questionnaire

Below we’ve compiled a list of the most frequented pages for our clients:

• EFAST – ERISA Filing Acceptance System
• Internal Revenue Service
• Social Security Administration