Announcements

October 05, 2026

Documents due October 16 for retirement plans to begin January 1

If you have a retirement plan sponsor client who wants to establish a PlanPremier® or RecordkeeperDirect® plan by January 1, 2027, the following documents must be received in good order by October 16, 2026:

  • For PlanPremier-Bundled and PlanPremier-TPA: The Next steps page from the back of the retirement plan proposal
  • For RecordkeeperDirect: All required installation paperwork

If you have any questions, please call us at (800) 421-9900.

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