Workplace 401(k) Sign Up • Corporate Payroll Services

Employer Information
Plan Sponsor Information
Plus 401(k) Plan Design
Acknowledgements

Employer Contact Information

Company Name

Street Address

City

State

Zip Code

Plan Sponsor Information

First Name

Last Name

Email Address

Phone Number

Eligibility

Employees are eligible after

Employees must be how old to participate in my plan?

Employer Contributions

Safe Harbor allows for an employer to contribute to their own account freely without worrying about failing discrimination testing. We recommend having a Safe Harbor match for any employer who will be personally participating in the plan. For more information, please schedule a time with one of our consultants.

Will you plan have a match?

Yes, a safe harbor match* Yes, a discretionary match No

My match will be

Employee Enrollment

My plan will have automatic enrollment

Yes No

If yes, my employees will be automatically enrolled at

Acknowledgments

I understand the Plus 401(k) has a setup fee of $500

I understand

I understand the Plus 401(k) has a flat monthly administration fee of $175

I understand

I understand a Corpay Retirement advisor will reach me to go over my selections

I understand

The best day to reach me is

Questions? Schedule a time with our Retirement Team!

*Source: https://www.glassdoor.com/blog/ecs-q3-2015/ **Source: https://justworks.com/blog/6-surprising-statistics-benefits-employees-want-infographics ***Source: https://www.usatoday.com/story/money/columnist/brooks/2015/02/24/retirement-entrepreneur-small-business-401k/23845271/ Actify Investor Retirements, LLC dba Corpay Retirement Services. Investment advisory services provided by Actify Investor Retirements, LLC. Actify Investor Retirements, LLC is a Registered Investment Advisor. Information presented is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.

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Employer Information

Plan Sponsor Information

Plus 401(k) Plan Design

Acknowledgments

Employer Contact Information

Company Name

Street Address

City

State

Zip Code

Plan Sponsor Information

First Name

Last Name

Email Address

Phone Number

Eligibility

Employees are eligible after

Employees must be how old to participate in my plan?

Employer Contributions

Will you plan have a match?

My match will be

Employee Enrollment

My plan will have automatic enrollment

If yes, my employees will be automatically enrolled at

Acknowledgments

I understand the Plus 401(k) has a setup fee of $500

I understand the Plus 401(k) has a flat monthly administration fee of $175

I understand a Corpay Retirement advisor will reach me to go over my selections

The best day to reach me is

Ready to get started?

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