Employer-Sponsored Plans

Armada Plus Plan Sponsors 401(k), Profit Sharing and Money Purchase Pension Plan Account Access.   more >>		Armada SIMPLE IRA Plan Sponsors more >>
PlanWorks Select® Plan Sponsors Provides sponsors with top-notch administration, record keeping, compliance and reporting services.  more>>
Important Notice ­ The USA PATRIOT ACT To help the government fight the funding of terrorism and money laundering activities, Federal Law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. This information will be verified to ensure identity of all individuals opening a mutual fund account.

• Plan Summary
• Plan Assets
• Plan Investments
• Participant Summary
• Trust Report
• View, add, or update participant census information
• Instantaneous payroll transmission with funding using automated clearing house (ACH)

Plan Sponsor Access Form

If you would like to access your company’s retirement plan account online, just print and complete this form. Then mail it to the address shown.

  Plan Sponsor Access Form