Investment Provider FAQs

How do we know if we are an approved provider? And if we are not an approved provider, what is the new provider approval process?

Our company has been de-selected from a 403(b) plan. Why do we need to sign an “investment provider agreement”?

If the plan has delegated its compliance monitoring to PlanConnectSM, are there any changes in how we process a transaction?

How do we send data to PlanConnect®?

How do we send our SPARK file to you?

Do you accept daily SPARK files?

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