PLAN ESTABLISHMENT AND ENROLLMENT

Register your account.

Initiate account set up by entering basic information.  Every plan is allowed up to three plan trustees, as well as a separate employer contact for ongoing communication.

Customize your plan features.

Customize your plan by  designating employee eligibility and deferral maximums, determining employer contributions and attaching vesting schedules. 

Choose from superior investment options.*

Choose from a list of load-waived investment options, including funds from Evergreen Investments and other leading mutual fund families. 

Print and sign plan documents.

Simply print the adoption, program, group trust and service agreements from the Evergreen Connect k Web site, then sign and return all agreements. 

Provide basic employee information.

Provide when prompted basic information about your employees, including their names, Social Security numbers, dates of birth, dates of hire, and salary.

Enter personal information and beneficiary designation

Employees provide their personal information (address, phone number and e-mail, etc.), and can designate up to three beneficiaries. 

Enter deferral amount and allocation

Employees determine how much (if any) of their regular payroll they would like to defer into their Evergreen Connect k account. Those who elect to make contributions must then determine how to allocate their contributions among the available investment options 

Print and sign enrollment form

After completing the previous two steps, the employee’s individual enrollment form is dynamically created and presented online for review and printing.  It is recommended that all employees return the signed form to their employer, regardless of their contribution election.