Employer Information

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Plan Sponsor Information

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Workplace Plan Design

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  • Employer Information
  • Plan Sponsor Information
  • Workplace Plan Design
  • Acknowledgements

Employer Contact Information

Company Name

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Plan Sponsor Information

First Name

Last Name

Email Address

Phone Number

Workplace Plan Design

Employees are eligible after

My safe harbor match will be

My employees will be automatically enrolled at


I understand the Workplace 401(k) has a setup fee of $500

I understand the Workplace 401(k) has a flat monthly administration fee of $125

I understand a Corpay Retirement advisor will reach me to go over my selections

The best time to reach me is

Questions? Schedule a time with our Retirement Team!
*Source: https://www.glassdoor.com/blog/ecs-q3-2015/ **Source: https://justworks.com/blog/6-surprising-statistics-benefits-employees-want-infographics ***Source: https://www.usatoday.com/story/money/columnist/brooks/2015/02/24/retirement-entrepreneur-small-business-401k/23845271/ ​Actify Investor Retirements, LLC dba Corpay Retirement Services.  Investment advisory services provided by Actify Investor Retirements, LLC. Actify Investor Retirements, LLC is a Registered Investment Advisor.  Information presented is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.

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