Manage 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.