Wachovia Small Business - Plan Establishment and Enrollment

Evergreen OnePlan can be quickly set up in five simple steps. You can complete this process on your own, with your financial professional, by contacting an Wachovia Retirement Services Sales Specialist at (800) 690-9721, or by going to our web site, www.evergreenoneplan.com.

Once we receive the signed documents and applicable fees, your Evergreen OnePlan account is ready to go.

Enrollment in Three Easy Steps

Once your Evergreen OnePlan account establishment is complete you – and your spouse or children if they work for the business – can enroll online by following these three easy steps:

06/05

¹ The plan sponsor or its investment committee must make an independent decision about which investment options to include in the plan. Evergreen Connect k service providers and representatives do not act as investment advisors or fiduciaries to the plan, plan sponsor, trustee or participants.

² Generally only you, your spouse, parents and children are considered eligible employees. If you have other full-time employees, you may not be eligible for Evergreen OnePlan.

Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA /SIPC.

Securities and Insurance Products: Not Insured by FDIC or any Federal Government Agency; May Lose Value; Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate

Contact Us
Retirement Plan Sales
(800) 690-9721
8:00am - 5:00pm ET
Monday - Friday

Plan Establishment and Enrollment

Enrollment in Three Easy Steps

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