New Employer Checklist
Welcome!
We are honored that you are joining the Servant Solutions family. In order to proceed with enrollment, you will need to complete the following checklist (additional details are found here if you need clarification or further explanation).
___1. Complete the Statement of Qualification. This form is to be completed by an officer of your organization and returned to Servant Solutions via our Secure Document Upload, e-mailed, or sent through U.S. mail. Be sure to also send the requested supporting documents:
a. 501(c)(3) verification
b. a statement of beliefs
___2. Download a copy of the legal Plan Document from the Servant Solutions website. Complete the Employer Eligibility & Participation Schedule to detail how the retirement plan will be administered at your organization. It must be approved by your organization’s board and signed by an authorized officer of the organization. These documents are retained for your records; Servant Solutions does NOT need a copy of the Plan Document or the Schedule.
___3. Any participating employees must complete a Membership Application and Designation of Beneficiary. We highly recommend using the online form. If, instead, the paper form is completed, please send through our Secure Document Upload, emailed or U.S. mailed to Servant Solutions for processing with the first contribution.
___4. Any participating employees contributing through a reduction in their gross salary should complete a Salary Reduction Agreement. This form is maintained by your organization; Servant Solutions does NOT need a copy of the agreement.
___5. Submit the first contribution. You can either do this via check or online. If you choose to send a check, include either a Remittance Form for each employee OR the Schedule Template if you are submitting for multiple employees. A signed check, payable to Servant Solutions for the grand total of all contributions, can be mailed to: Servant Solutions, PO Box 2559, Anderson, IN 46018. If, instead, you choose to submit contributions online, use our Online Remittance feature. Follow these instructions to learn how to set up an online employer account. Please read the definition for each Contribution Type if you need assistance while completing the Remittance Form or Schedule Template.
____6. Create a Servant Solutions Retirement Plan file at your office. Included should be the following:
A copy of the Statement of Qualification
A copy of the current Plan Document
The Eligibility & Participation Schedule
All executed Salary Reduction Agreements for participating employees