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Report a Change of Plan Sponsor EIN or Company Name

This section provides instructions on how to report a change of Plan Sponsor EIN or company name.
Account Manager Registration

This section of the RDS User Guide provides overview information and step-by-step instructions for completing Account Manager registration in the RDS Secure Website.
Considerations for Beginning an Application

This section provides information about what Plan Sponsors must consider before beginning an application.
User Roles for the Application Submission Process

This section describes the user roles required to complete and submit an application.
Information Required to Complete an Application

This section outlines information required to complete an application.
Options After a Missed Application Deadline

This section describes a Plan Sponsor's options when an Application Deadline is missed.
Re-apply for a New Plan Year With an Existing Plan Sponsor ID

This section describes how to re-apply for a new plan year with an existing Plan Sponsor ID.
Cancel a Pending User Role Reassignment

This section provides an overview and step-by-step instructions for cancelling a pending user role reassignment.
Manage the Actuary Role

This section provides an overview and step-by-step instructions for managing the Actuary role.
Manage the Designee Role

This section provides an overview and step-by-step instructions for managing the Designee role.
Manage Registered User Information

This section provides an overview and step-by-step instructions for managing registered user information.
Enable Your User Account

This section provides an overview and step-by-step instructions for maintaining an active RDS Secure Website user account.
Request Forgotten Login ID

This section provides step-by-step instructions to request your RDS Secure Website Login ID.
Annual Plan Application

This section of the RDS User Guide provides overview information and step-by-step instructions for Annual Plan Application tasks such as starting and completing an application, changing an application, and requesting an Application Deadline Extension.
Start a New Application

This section provides step-by-step instructions to start a new application.
Complete the Application Submission Process

This section provides step-by-step instructions for completing the Application Submission Process.
Complete Step 1: Application ID Assigned

An Application Number, referred to as the Application ID, is automatically assigned when a Plan Sponsor starts a new application.
Complete Step 2: Benefit Option

This page of the RDS User Guide provides step-by-step instructions for completing Step 2 of the Application Submission Process.
Complete Step 3: Assign Actuary: Assign One Actuary to All Benefit Options

This page provides instructions about Completing Step 3: Assign Actuary: Assign One Actuary to All Benefit Options.
Complete Step 3: Assign Actuary: Assign Multiple Actuaries

This page provides instructions about Completing Step 3: Assign Actuary: Assign Multiple Actuaries.