Welcome to the Servant Solutions Family.
Enrolling your organization is a clear, step-by-step process, and you never have to navigate it alone. Our Engagement Team stands ready to answer your questions, guide you through each form, and give you the peace of mind of knowing every detail is handled with care.
Have questions? We would be honored to help. Call us at (800) 844-8983, Monday through Friday, or email connect@servantsolutions.org. Peace of mind is only a conversation away.
New Employer Onboarding
A Simple, Guided 3-Step Process
Our onboarding process is designed to be clear, efficient, and easy. We’ll guide you through each step and handle the details behind the scenes so you’re never left wondering what comes next.
Step 1: Account Setup
To get started, complete the following two forms.
Confirms eligibility as a church or church-sponsored entity.
Documents how your board has chosen to offer the Plan.
Details for Step 1
Statement of Qualification:
This form must be completed by a legal officer of your organization. Anyone on your governing board authorized to sign for such matters is appropriate. If your organization is not affiliated with the Church of God (Anderson, IN), then documentation evidencing “shared common religious bonds and convictions with Servant Solutions,” as well as your organization’s IRS determination letter for 501(c)(3) status must also be submitted. Information on your website, from your bylaws, or any other printed documentation that explains your organization’s beliefs is sufficient for evidencing “shared common religious bonds and convictions with Servant Solutions.”
If your organization is a church and you do not have a determination letter from the IRS, please complete page 3 of the Statement of Qualifications form. Please return the form to Servant Solutions through our Secure Document Upload, or email, or U.S. mail.
Step 2: Enrollment
Once your account is set up, we help your employees understand the Plan and enroll.
Employer Provides:
- List of eligible employees (name and email)
- Notification to employees about the new Retirement Plan and Education Enrollment Session (We provide an email template)
Servant Solutions Handles:
- Confirmation of Education Enrollment Session Date
- Leading the Education Enrollment Session
- Answersing employee questions
- Following up on any missing enrollments
Employees Complete:
Details for Step 2
Plan Document and Employer Eligibility & Participation Schedule:
The legal Plan Document must be adopted by all employers who participate in the Servant Solutions Retirement Plan. The Plan Document suggests that each employer contribute 11% of each employee’s compensation to the Servant Solutions Retirement Plan, but ultimately that decision is left up to each individual employer. The Eligibility & Participation Schedule is a supplement to the Plan Document that defines exactly how your organization will participate in the Servant Solutions Retirement Plan. You may choose to follow the Plan Document’s suggestion (an 11% employer contribution) or make a different decision based on your organization’s strategies and budget. This form serves as a template for your organization to create its own “policy statement” and will define compensation, describe who is eligible to contribute, and if the organization will also contribute on behalf of its employees. It is our recommendation to allow all full-time employees, as well as all part-time employees working at least 20 hrs/week to participate in the retirement plan.
The following is an example of what your organization’s governing board may approve:
Section 1 – Define Compensation (check the first box)
Section 2 – Determine that “All Employees will be eligible” to make contributions.
Section 3 – Determine that “All Employees will be eligible” to receive employer contributions and then select a “Non-matching Contribution of a fixed percentage equal to 11% of the employee’s compensation.”
Your organization must comply with this document. You cannot make exceptions or deviate from the established policy until your board votes to do so. This document would be provided to the IRS if your organization is audited. Servant Solutions does not need a copy of this document and will not verify compliance.
Step 3: Fund the Account
Once your account is set up, you last step is to fund the account.
Employer submits first contributions on expected contribution date.
Contributions are made securely through the online system.
Details for Step 3
Membership Application and Designation of Beneficiary Form:
All portions must be completed and signed by each employee establishing an account with Servant Solutions. Page 2 is an investment election form; it establishes how a member’s contributions will be invested in the market. Page 3 provides additional information on the LifeFunds (age-based target date funds). If employees have questions about how to invest, please direct them to contact Servant Solutions. Page 4 is the Designation of Beneficiary Form, which must be completed to name a contingent beneficiary for each member. The Plan Document establishes the member’s spouse as the automatic primary beneficiary for all accounts. If a member is not survived by a spouse (i.e. if never married, divorced, or if a spouse passes first or passes simultaneously with the member), the contingent beneficiary form will direct Servant Solutions on how to distribute the member’s account balance. Please submit a Member Application and Member Beneficiary Form for all employees included in the organization’s first contribution (if they have not already been submitted).
Our Commitment to You
Clear Expectations
Clearly communicate what’s needed and when
A Smooth Start
Make onboarding organized, supported, and fun
Ongoing Support
Offer ongoing support throughout the process
Helpful Resources
Provide templates, reminders, and guidance
Guided Enrollment
Lead enrollment and follow up with employees
Have Questions? We're Honored to Help
Call us at (800) 844-8983, Monday through Friday, or email connect@servantsolutions.org. Peace of mind is only a conversation away.