PLAN ESTABLISHMENT AND ENROLLMENT

Register your account.

Initiate account set up by entering basic information.

Customize your plan features.

Customize your plan by designating employee eligibility,² setting contribution levels,  and attaching vesting schedules.  

Choose from superior investment options¹.

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 OnePlan website, then sign and return all agreements. 

Provide basic employee information.

Provide when prompted information about yourself and any eligible employees² including their names, Social Security numbers, dates of birth, dates of hire and salaries.

Enter personal information and beneficiary designation

You and any eligible employees provide your personal information (such as address, phone number and e-mail), and can designate up to three beneficiaries. 

Enter deferral amount and allocation

You and any eligible employees determine how much (if any) of your regular payroll you would like to defer into your Evergreen OnePlan account. Once you elect to make contributions, you must then determine how to allocate your contributions among the available investment options. 

Print and sign enrollment form

After completing the previous two steps, the enrollment form is dynamically created and presented online for review and printing.