TPA Resources

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Training and Procedures

PlanExpress Overview
PlanExpress Quick Guide
Update Vesting Training

Training and Procedures page

Plan Changes and Maintenance

Corrective Distribution Form
TPA Checklist for Existing Plan Changes
Payroll Bridge Vendor Network

Plan Changes and Maintenance page

Payment and Access Forms

Payment Request Form
W9 form
TPA Transactional Fee Form
TPA PartnerLink^® Authorization Form

Payment and Access Forms page

Account Corrections

Correct Participant Social Security Number
Correct Vesting Percentage for Participant that has taken a full withdrawal
Duplicate or Incorrect Contribution Correction

Account Corrections page