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Follow these easy steps to get started today
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STEP 1 - Provide Us with Info
Click on the ‘Submit Census’ button
Follow our easy step-by-step process to submit your data to us.
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STEP 2 - Schedule a Meeting
Once we receive your Census a Cash Balance Specialist will schedule a meeting with you
Our Cash Balance Specialist will review and discuss the Plan options with you & your client
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STEP 3 - Set Up the Plan
Your Cash Balance Specialist will help in choosing the Plan Provisions and provide you with a Plan Document
The Client signs the Plan Document and the Cash Balance Plan is set up!