Plan Sponsor Home

Welcome to the Innovative Pension Plan Sponsor Portal. Below you will find links and information to allow you to quickly and easily send and view information securely, administer your census Package, submit participant requests such as loans, hardships, distributions and terminations; and pay administrative services fees online.

If you have any questions or issues, please:

or Call Customer Service at 858-748-6500

Plan Sponsor Portal

• Request Participant Account Action. Start the Process for Participant Loans, Hardships, Distributions, and Terminations.
• 
        Click here for Census Package Instructions
• Secure File Upload. Securely submit data files.
• Pay Administrative Service Invoice

General Qualified Plan Information

• Newsletters
• Information and Notices
• Administrative Resources
• ERISA Bonds
• Recordkeeper Links
• 5500's On the Web
• Retirement Plans

Other Resources

• ERISA Bond Providers
• Recommended Auditors