How do I set up ACH retirement payments in EAP?

To simplify administrative duties, your organization may set up ACH retirement payments in Employer Access Program®. Once logged in, follow the steps below:

1. Click on the "Retirement" tab.

2. Click on the "Bank Information" subtab.

3. Enter the organization’s routing and account information, along with an account type. 

4. Select a Draft Frequency that best fits your organization’s needs: 

  • Fixed Day – select a monthly, reoccurring draft date between the 3rd and the 25th
  • OnRequest – maintain flexible control over your payment date by manually triggering payments each month. 

Watch the quick video below to see how to set up ACH retirement payments in EAP®.

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