AFPlanServ® can guide you through the decision-making process of creating your Plan and ensure it operates in compliance.
Explore the difference between retirement plans available to your industry.
Find answers to frequently asked questions, read blogs and view past newsletters here.
Access your retirement forms here. Most forms can be completed online, or you can download a PDF where it's offered to fill out a paper copy.
Please choose the appropriate box below to send your files to us securely.
AFPlanServ customers should send files through the American Fidelity online portal.
Providers should use our SFTP site to upload files.
AFPlanServ® provides the assistance to help you ensure your Plan is operating in compliance with regulations. Our team is available Monday - Friday, 7:00 a.m. to 7:00 p.m. CT