Employer Status Report
		Contribution Reconciliation Form (MS Excel)
		Census Specifications – Small Business Services
		Census Specifications
		Census Spreadsheet – Small Business Services (MS Excel)
		Census Spreadsheet (MS Excel)

Data Collection – Every year we ask that you submit your company, employee, and trust information to us so we can complete the annual administration of your plan(s). Below are links to the instructions on how to submit all your plan(s) information. Please select the instructions that apply to your plan(s):

		Small Business Services
		For Calendar Year Plans (Plan Year Ends on 12/31)
		For Non-Calendar Year Plans (Plan Year Does Not End on 12/31)

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