Set Up Your
Workplace Retirement Plan

Learn about and set up an American Century Investments® 403(b) Plan or 457(b) Plan for your not-for-profit organization. We provide plan sponsors (employers) and plan participants (employees) a simple enrollment process, investment guidance and a wide variety of no-load mutual funds, including two series of asset allocation portfolios-target-date and risk-based.

Plan Sponsor Services

Participant Disclosure Service

We can help you meet your Plan Sponsor requirements as outlined by the Department of Labor (DOL). Read the overview for more information about the requirements. The service has an annual fee of $75.

Complete the forms below and return with your first fee payment. Call 1-800-345-3533 if you have questions or need help completing the forms.

Plan Fee Disclosure Information - This information is designed to provide the Plan Sponsor with the necessary plan fee disclosures outlined by the DOL.