Employer Forms & Documents
As an employer providing the Servant Solutions Retirement Plan to your employees, you will need to access the following forms. Click on the links below to open the form in a new window for printing.
New Employer Checklist
This list takes you through the first steps of setting up a new member account with Servant Solutions. Remember, we are only a phone call away. Contact us whenever you need assistance!
Statement of Qualifications
This form is to be completed by an officer of your organization and returned to Servant Solutions. Be sure to attach the requested supporting documents: 501(c)(3) verification and a statement of beliefs.
Eligibility & Participation Schedule
This form details how the retirement plan will be administered at your organization. It must be approved by your organization’s board and signed by an authorized officer of the organization.
Salary Reduction Agreement
Employers and employees can specify and sign for pre-tax and/or post-tax (ROTH) contributions to the Servant Solutions Retirement Plan here. This form outlines and serves as a salary reduction agreement.
Remittance Form
This form communicates to us where to direct account contributions as well as which contribution type is preferred.
Schedule Template
This form is used if you are submitting contributions for multiple employees