Set Up Your
Workplace Retirement Plan

Setting up a retirement plan can be a smart business decision. In addition to significant tax advantages for your business, it can also help boost employee commitment and productivity, retain great employees and recruit quality candidates.

Learn about and set up a SEP-IRA, SIMPLE-IRA, profit-sharing, money purchase pension or 401(k) plan for your small business. We provide a simple enrollment process, investment guidance and a variety of no-load mutual funds, including target-date and target-risk funds-of-funds.

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 details 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.

Distribution Service for Qualified Retirement Plans

Though you likely enjoy many benefits by sponsoring a qualified retirement plan, we at American Century Investments® realize it may also present challenges. In fact, you may process more paperwork and spend more time on tasks like IRS reporting and tax filing than you did in the past.

To ease this burden, we now offer Distribution Services for qualified plans. With it, you authorize us to take on many of the responsibilities related to plan distributions, such as income tax withholding and IRS reporting, that would otherwise be yours. We hope this change will make your job easier and will give you back some time to focus on more important things, like running your business.

To learn more about our Distribution Services, or to sign up to receive them, call us at 1-800-345-3533, weekdays from 8:00 a.m. to 5:00 p.m. Central time.

Regulations and Other Information