Automatic Enrollment

Overview of the automatic enrollment feature and how it can help increase plan participation.

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Safe Harbor

Options for safe harbor plan provisions and why to implement.

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ERISA Services Compliance Package

Learn how to complete your Plan's annual Compliance Package with this quick instructional video.

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401(k) Nondiscrimination Tests Information

Overview of required 401(k) compliance testing for your Plan.

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ERISA Services User Guide

Overview of submission and retrieval of compliance material to satisfy nondiscrimination testing and any plan funding obligations.

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ERISA Services Navigation Flyer

Easy-to-follow steps to access the ERISA Services dashboard.

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Qualified Automatic Contribution Arrangement (QACA)

Options for QACA plan provisions and why to implement.

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Plan Document including Amendments

A comprehensive document that sets forth the rights of the Plan’s participants and beneficiaries and guides the plan sponsor and administrator in making decisions and executing their responsibilities.

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Summary Annual Report

A summary of the IRS Form 5500 that is distributed to all plan participants.

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Profit Sharing Flyer

Overview of the advantages of offering a profit sharing feature in your plan.

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Transmittal of Deposit Form

Transmittal form to make a deposit for annual funding from a prior plan or missed deferrals.

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Trust Agreement

Executed copy of Trust Agreement between the Plan and the Trustee.

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Form 5500

In the search field, enter ADP TotalSource Retirement Savings Plan in "Plan Name."

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