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Manage a Plan Sponsor Account

User Roles:

AM

AR

This section provides information to complete the following tasks related to managing a Plan Sponsor Account.

  • This section provides an overview of the user roles and information required to create a new Plan Sponsor Account, as well as step-by-step instructions to create a new Plan Sponsor Account.

  • This section provides an overview of what registered Plan Sponsor information can and cannot be changed, who can make changes to Plan Sponsor information, how a Plan Sponsor is notified of information changes, and step-by-step instructions to change registered Plan Sponsor information.

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