Set Up Your
Workplace Retirement Plan
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.