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The first step to designing a new plan or redesigning your existing plan is gathering demographic information about you and your employees, as well as general information about your goals and objectives. To assist with this process, we ask that you complete our census worksheet and questionnaire. In addition, if you have an existing plan, we ask that you provide the following information:
After you have completed the census form and questionnaire, please email it to us at [email protected], along with the information requested above. We look forward to helping you design a plan that is best-suited for your unique goals and objectives, and to serving you and your plan participants!
Note: We have provided the census template for your convenience; however, you may provide the information in any other format as long as it is electronic (ex. Excel or CSV file) and includes, at a minimum, the information requested. Multiple files are also acceptable provided that each file includes a unique identifier for each employee.