Employers

Eligibility

• Who is eligible to join the plan?
• Can a recent immigrant or U.S. citizen become a plan member?

Fees

• What do the plan fees cover?
• Do the fees include taxes?
• How will I know what our employer fees are?

Payroll

• How do we update our payroll with employee contribution choices?
• How often do we need to send our payroll register file?
• What do we do if an employee’s information changes?

Investments

• What is the plan's policy on ESG or responsible investing?

Withdrawals

• Can members withdraw their funds out of the plan, even while they are still active employees?

Taxes

• What are the employer's tax reporting responsibilities?

Portability

• What happens when an employee leaves our organization?