Things to know before you start

Here are some things you should know before you sign up for 401k Upload:

  • Which kind of contribution would you like to add, such as Roth IRA, simple IRA, or regular 401k deferral?
  • Which employees will be contributing?
  • Is there a match? What are the details of the match? (% for each employee)
  • Do you want to match every payroll or annually?
  • Do you want to transmit the contributions to the 401k system manually or do you want us to do it automatically for a fee?
  • When do you want to start your first file upload?

Be sure to have your 401k representative's contact information and your plan ID number handy when you speak to us to set it up. We can arrange it from there.

* If you select automatic file transmission, be sure to arrange with the 401k company to give Brands authorization to transmit.

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