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Company Information









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Ownership Information



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Other Businesses Owned Information



Note
We ask for ownership information because IRS and DOL rules require us to take into account whether any “related companies” exist under controlled group or affiliated service group rules. This ensures your retirement plan is designed and administered correctly, passes required compliance testing, and avoids costly issues later. 
Payroll Information








Plan Information
Plan Details


Select "New plan" if your business does not currently offer a retirement plan. Select "Existing plan" if your business has a retirement plan in place today.


Contact Information
Primary Contact





Authorized Signer Contact






Form 5500 Signer Contact






Billing Contact






Payroll Contact






Financial Advisor







Current Investment Provider/Recordkeeper

e.g., Empower, Voya, John Hancock, The Principal, Ascensus, Nationwide, etc.
Current Investment Provider/Recordkeeper Contact Information








Current Third Party Administrator

Third Party Administrator Contact Information







HR Services

Traditional HR often gets in the way of doing business.

But it shouldn’t be a barrier.


In addition to Retirement Services, we provide HR that moves your business forward strategically while taking care of your admin, compliance, and payroll - at a fraction of the cost of an HR department.


Learn more at indehr.com 
Additional Notes


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