To update your information:
Log into your administrator dashboard.
In the upper-right corner of the screen, click on your company name to open the drop down menu and click "Settings."
Within the "Company Information" section, select “Edit” to update the necessary fields.
For company name and EIN changes, you’ll be required to provide supporting documentation, such as a Secretary of State filing.
If you are not the Trustee of the plan, any company information changes will automatically be sent to the Trustee’s dashboard to confirm. The company information will show as “Pending” until the Trustee completes the dashboard task.
