2020 Census
To Complete 2020's Census Request:
1. Please download and review the 2020 Glossary and Limits PDF as well as the Timeline PDF below.
2. Complete the following PIQ: 2020 Retirement Plan Information Questionnaire (Note: Google Chrome Browser is recommended for filling out this form. If you have trouble seeing the entire form please check you are using google chrome and you may also try zooming in or out to better display the form on your computer.)
3. Download the 2020 Retirement Census spreadsheet below, fill it out and save it as an excel spreadsheet, then securely upload the the spreadsheet to us. (Do not email - please contact us for a secure upload link or use the link provided in your year end census request email.)
4. Checklist: Below are the items to upload:
- 2020 Census (in an Excel format)
- PIQ (Plan Information Questionnaire: if you had changes or wet signature in lieu of electronically signing)
- 2020 Payroll report reflecting Gross Wages and totals for year by employee
- 2020 W-3 or Summary W-2
- 2020 W-2’s for all employees
- Contributions Receivable information (defined above in item 2)
- ERISA Fidelity Bonding Information (certificate of insurance showing the dates and amounts of coverage)