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Alta Montclair TPA PortalAlta Montclair TPA Portal
  • Home
  • Employers
    • Plan Sponsor Online Portal
    • Upload Employee Contributions
    • Participating Financial Companies (Vendors)
    • List of Plan Sponsors (Employers)
    • New Plan Sponsor Onboarding
  • Participants
  • Forms
    • Financial Authorization Request Forms
    • Salary Reduction Agreements (SRA)
    • Maximum Allowable Contribution (MAC) Worksheet
  • Resources
    • Contributions Guidelines
    • 403(b) Plan Information
    • 457(b) Plan Information
    • Compare 403(b) and 457(b) Plans
    • Financial Hardship Distribution Rules
    • Participating Financial Companies (Vendors)
    • List of Plan Sponsors (Employers)
    • California 403(b) Compare Site
  • Remittance
  • Partners
  • About us
  • Contact us

Upload Employee Contributions

Please Login to Upload Employee Contributions, Census Files, and Plan Documentation

To request your credentials, please click here.

If possible, please download and use Contributions Upload Template Contributions Template and Employees Census -Onboarding Template Contributions Template.

We offer great flexibility to our clients, please contact us for your special needs.

Request Login Credentials for Your Plan Sponsor Account

Please complete the form below to request your login credentials. Plan Administrator will provide this info securely only to the Plan Sponsor/Employer contact on file.

    Forms & Templates

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    Salary Reduction Agreement (SRA)

    Maximum Allowable Contributions

    403(b) & 457 Plans Resources

    • Contributions Guidelines
    • 403(b) Plan Information
    • 457(b) Plan Information
    • Compare 403(b) and 457(b) Plans
    • Financial Hardship Distribution Rules
    • Approved Financial Companies (Vendors)
    • IRS Publication 571
    • IRC 403(b) Tax-Sheltered Annuity Plans
    • IRC 457(b) Deferred Compensation Plans
    • California 403(b) Compare Site
    • California State Teacher’s Retirement System
    • California Public Employees Retirement System

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    Alta Montclair – Common Remittance

    • Remittance & Accounting
    • Alta Montclair
    • 481 N Santa Cruz Ave, #185, Los Gatos, CA 95030
    • 866-641-8477
    • 419-593-1349
    • remittance@altamontclair.com
    • https://altamontclair.org

    Alta Montclair – Plan Administration

    • TPA Compliance
    • Alta Montclair
    • 5655 Silver Creek Valley Road, #558, San Jose, CA 95138
    • 408-978-1000 or 866-641-8477
    • 408-371-9327
    • tpa@altamontclair.com
    • https://altamontclair.org

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    • Home
    • Employers
      • Plan Sponsor Online Portal
      • Upload Employee Contributions
      • Participating Financial Companies (Vendors)
      • List of Plan Sponsors (Employers)
      • New Plan Sponsor Onboarding
    • Participants
    • Forms
      • Financial Authorization Request Forms
      • Salary Reduction Agreements (SRA)
      • Maximum Allowable Contribution (MAC) Worksheet
    • Resources
      • Contributions Guidelines
      • 403(b) Plan Information
      • 457(b) Plan Information
      • Compare 403(b) and 457(b) Plans
      • Financial Hardship Distribution Rules
      • Participating Financial Companies (Vendors)
      • List of Plan Sponsors (Employers)
      • California 403(b) Compare Site
    • Remittance
    • Partners
    • About us
    • Contact us