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 Capella Resources  Participant Distribution Packet  Standard Participant Payment Request Packet2012 and Historic Select Plan Limits Select Plan LimitsData Validation Center(DVC)  Data Validation Center Training Video
DVC file submission instructions
DVC step by step instructions
RFP Forms Please use the Capella Fact Finder to request a proposal. You can email the form to dana@capellaadvantage.com or fax to 605-444-7046. For all sales related questions please contact Dana Hagen at 605-444-1046 or call us toll-free at 800-692-401k. Capella Fact Finder Capella Bio
 Employee Census Template
DOL Fee Discloser Worksheet - PDF format
 DOL Fee Discloser Worksheet - MSWord formatIf you don't have Adobe Acrobat Reader click the icon below to download for free.  Helpful Links Fideltiy Bond Resources ERISA requires that every person who handles funds or other property of an Employee Benefit Plan be bonded. Below are two links to get a quote or apply for a Fidelity Bond through Colonial Surety.  
PlanSponsor The site provides comprehensive news and commerce services dedicated solely to helping employers navigate the complex world of retirement plans on behalf of their employees. www.plansponsor.com BenefitsLink Since 1995, BenefitsLink has provided free compliance information and tools for employee benefit plan sponsors, service-providers and participants. www.benefitslink.com Financial Glossary biz.yahoo.com IRS Rollover Chart Government Sites IRS Employee Retirement Plan Information www.irs.gov Department of Labor Website www.dol.gov |
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