PlanPoint360 video

Submit Contributions with Confidence Using PlanPoint 360

PlanPoint 360 is our new ACH system that makes submitting employer contributions faster, safer, and easier to manage across your team. With multi-user access, flexible scheduling, and enhanced security, getting set up takes just a few simple steps.

Jerry Fox Servant Solutions at his desk

We are so excited to be transitioning to a new Automated Clearing House or ACH (an electronic bank transfer system), called PlanPoint 360.

This new system will become the standard way all employers submit contributions moving forward.

With PlanPoint 360, you can expect:

  • The ability to assign multiple users

  • Flexible scheduling for contributions

  • Enhanced security protections

  • A more streamlined process, including selective recurring options

To complete your setup, you will simply:

  • Click the link provided in the email you receive from PlanPoint 360

  • Create a new password

  • Log in to access your account

You can also access a step-by-step illustrated guide with screenshots that walks you through creating your password for the first time and downloading an authenticator app.

If you have any questions or need assistance during setup, please contact us at (800) 844-8983 or online [email protected]

Thank you for your continued partnership.

Watch this video to guide you through the setup process and familiarize you with this platform.