Resources

SECURE 2.0 Tax Credit Calculator

401(k) Calendar

Resources

SECURE 2.0 Tax Credit Calculator

401(k) Calendar

Get Started

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We look forward to creating a smooth and seamless implementation experience.
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Get Started

Thank you for taking the time to complete our Get Started form. The information you provide below will help us create a smooth implementation experience.

Company Information

Legal Company Name

DBA

Company Phone

Website

Entity Type

Federal Tax ID (EIN)

Fiscal Month End

Date of Incorporation

NAICS Classification

Don't know it? Look it up here:
NAICS Code Database

Physical Address

Address Line 1

Address Line 2

City

State

Zip/Postal Code

Country

Mailing address same as physical address?

YesNo

Mailing Address

Address Line 1

Address Line 2

City

State

Zip/Postal Code

Country

Payment Information

Independent Retirement is happy to provide you the convenience of multiple payment methods for invoiced plan expenses.

Select Your Preferred Payment Method

ACHCredit Card

Credit Card Convenience Fee

Credit card transactions may be subject to a convenience fee of up to 3% of the total transaction amount.

Payroll Information

Payroll Provider

Describe

Payroll Frequency

Payroll Representative

Company Name

First Name

Last Name

Email

Plan Information

Plan Type

Plan Status

New planExisting planSelect "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.

Plan Name

IRS 3-Digit Plan Number

Plan Subject to CPA Audit

YesNoPlans with more than 121 eligible participants at the beginning of the plan year generally require audit by a qualified CPA.

Service Effective Date

Number of Employees Receiving a W-2

Trustee Information

Trustee Type

IndividualInstitutional

Individual Trustee

First Name

Last Name

Title

Phone

Email

Institutional Trustee

Institutional Trustee Type

Non-discretionaryDiscretionary

Company Name

First Name

Last Name

Title

Phone

Email

Contact Information

Primary Contact

First Name

Last Name

Title

Phone

Email

Authorized Signer Contact

Authorized signer contact same as primary contact?

YesNo

First Name

Last Name

Title

Phone

Email

Form 5500 Signer Contact

Authorized signer contact same as primary contact?

YesNo

First Name

Last Name

Title

Phone

Email

Billing Contact

Billing contact same as primary contact?

YesNo

First Name

Last Name

Title

Phone

Email

Payroll Contact

Payroll contact same as primary contact?

YesNo

First Name

Last Name

Title

Phone

Email

Financial Advisor

Does the plan have a financial advisor?

YesNo

Company Name

First Name

Last Name

Title

Phone

Email

CPA Auditor

Does the plan have a CPA auditor?

YesNo

Company Name

First Name

Last Name

Title

Phone

Email

Investment Provider/Recordkeeper

Does the plan have an investment provider or recordkeeper?

YesNoe.g., Empower, Voya, John Hancock, The Principal, Ascensus, Nationwide, etc.

Company Name

Contract ID

First Name

Last Name

Title

Phone

Email

Third Party Administrator

Does the plan have a third party administrator ?

YesNo

Company Name

Contract ID

First Name

Last Name

Title

Phone

Email

Additional Services

We've recently launched IndeHR to provide strategic and outsource HR solutions to help business owners save time and move their business forward.

Is this a service you'd like to learn more about?

YesNo

Best Person to Contact

First Name

Last Name

Title

Phone

Email

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Independent Retirement, 6500 Southwest Macadam Avenue, Southwest Portland, OR, 97239care@independentretirement.com

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6500 S Macadam Ave. Suite 100
Portland, Oregon 97239

503 303 8590