Capella Resources


Data Validation Center(DVC)
Data Validation Center Training Video
 DVC file submission instructions
 DVC step by step instructions

Participant Forms
 Standard Participant Payment Request Form

Wells Fargo Only - Participant Forms
 Participant Payment Request Form - Wells Fargo Clients Only
 Participant QJSA Payment Request Form - Wells Fargo Clients Only

RFP Forms
Please use this request form for a quote on a prospective retirement plan. If you find that your need is immediate please call us toll-free at 800-692-401k.

 Capella Advantage Brochure

Proposal Request Form
Capella Fact Finder Adobe Form
DOL Fee Discloser Worksheet - PDF format
DOL Fee Discloser Worksheet - MSWord format
 
If you don't have Adobe Acrobat Reader click the icon below to download for free.

 

Helpful Links
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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