Step-by-Step 401(k) Plan Administration Transfer
Step 5: Attend a Plan Sponsor Tour PensionSite.Org will schedule a sponsor tour to introduce you to the tools available to manage your 401(k) plan. Following the tour you will enter your company’s census information and a welcome e-mail will be sent to all of your employees. The email will include instructions for logging onto the
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Step-by-Step 401(k) Plan Administration Transfer
www.pensionsite.org©2007 PensionSite.Org 888.412.4120 Step-by-Step 401(k) Plan Administration Transfer Contents: - Steps for a successful transfer
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