Workplace Retirement for Current Plan Sponsors
Managing a Plan?—Make It Easy
Smart Choice on Your Retirement Plan
If you've been managing a plan for very long, you already know about some of the benefits—tax-deferred retirement savings for you and any employees, and any contributions you make are deductible business expenses. We're here to help you manage your plan and get your employees on board if you need help with that too.
Tools for Plan Sponsors
In addition to the resources below, we offer additional educational tools on the Plan Participant Resources page to help your employees plan for their retirement.
Helping you and your employees includes offering advice options for practical investing direction and financial planning.
Other Workplace Services
Meet Employee Disclosure Rules
Available for qualified retirement plans.
Certain plans require employers to communicate more specifically about investments and fees. Let us help you meet these requirements outlined by the Department of Labor (DOL) for an annual fee of $75. Review an overview of the requirements, then enroll.
Call 1-800-345-3533 or complete the forms below and return them with your first fee payment.
Participant Disclosure Service Information Form
Participant Disclosure Service Agreement
This information is designed to provide you with the necessary plan fee disclosures outlined by the DOL.
§ 408(b)(2) Service Provider Disclosure for Qualified Retirement Plans
§ 408(b)(2) Service Provider Disclosure for 403(b) Plans
Spend Less Time on Distribution Reporting
Available for qualified retirement plans.
Managing a qualified retirement plan can mean you spend more time processing paperwork, tax filing and tax reporting. Let us make your job easier with Distributions Services. We'll handle income tax withholding and IRS reporting so you can spend time running your business. Call 1-800-345-3533 to get started.
Questions?
Call us to speak to a Business Retirement Specialist.
IRS Circular 230 Disclosure: American Century Companies, Inc. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with American Century Companies, Inc. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.
This information is for educational purposes only and is not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.
This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.
IRA investment earnings are not taxed. Depending on the type of IRA and certain other factors, these earnings, as well as the original contributions, may be taxed at your ordinary income tax rate upon withdrawal. A 10% penalty may be imposed for early withdrawal before age 59½.
American Century's advisory services are provided by American Century Investments Private Client Group, Inc., a registered investment advisor. These advisory services provide discretionary investment management for a fee. The amount of the fee and how it is charged depend on the advisory service you select. American Century’s financial consultants do not receive a portion or a range of the advisory fee paid. Contact us to learn more about the different advisory services. All investing involves the risk of losing money.