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If you've been managing a plan for very long, you already know about some of the benefits—tax-deferred retirement savings for you any employees, and any contributions you make are deductible business expenses. We're here to help you manage your plan and get your employees on board if you need help with that too.
In addition to the resources below, we offer additional educational tools on the Plan Participant Resources page to help your employees plan for their retirement.
Helping you and your employees develop a long-term investment plan is part of the perks of having a retirement plan with us.
Available for qualified retirement plans.
Certain plans require employers to communicate more specifically about investments and fees. Let us help you meet these requirements outlined by the Department of Labor (DOL) for an annual fee of $75. Review an overview of the requirements, then enroll. Call 1-800-345-3533 or complete the forms below and return them with your first fee payment.
Participant Disclosure Service Information Form
Participant Disclosure Service Agreement
Plan Fee Disclosure for Plan Sponsors - This information is designed to provide you with the necessary plan fee disclosures outlined by the DOL.
Managing a qualified retirement plan can mean you spend more time processing paperwork, tax filing and tax reporting. Let us make your job easier with Distributions Services. We'll handle income tax withholding and IRS reporting so you can spend time running your business. Call 1-800-345-3533 to get started.
Regulations and Other Information:
Overview of Participant Disclosure Rules from the Department of Labor
Fee Schedule for Qualified Retirement Plans
Form 5500 Schedule C Eligible Indirect Compensation Disclosures
IRS Circular 230 Disclosure: American Century Companies, Inc. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with American Century Companies, Inc. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.
This information is for educational purposes only and is not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.
This information is for educational purposes only and is not intended as a personalized recommendation or fiduciary advice. There are different options available for your retirement plan investments. You should consider all options before making a decision. Our representatives can help you evaluate all of your distribution options.
IRA investment earnings are not taxed. Depending on the type of IRA and certain other factors, these earnings, as well as the original contributions, may be taxed at your ordinary income tax rate upon withdrawal. A 10% penalty may be imposed for early withdrawal before age 59½.