Your business may be exempt from OregonSaves if you offer one of the following company-sponsored retirement plans:
- 401(k) - or other 401(a) plan
- 403(a) - qualified annuity plan
- 403(b) - tax-sheltered annuity plan
- 408(k) - Simplified Employee Pension plan
- 408(p) - SIMPLE IRA plan
- 457(b) - governmental deferred compensation plan
If your business meets one or more of the exemption criteria, please notify us of your exemption by following the steps described below.
What pieces of information do I need to exempt my company?
To exempt your company from OregonSaves, you will need:
-
the EIN of the company (the EIN is your business' IRS issued Tax ID Number),
-
the Access Code provided in the invitation to register, and
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know the type of retirement plan that allows your company to be exempt from the program.
How do I start the exemption process?
Go to http://www.oregonsaves.com/ or navigate directly to oregonsaves.vestwell.com/exempt to begin.
In the Employers section, click on the link to Certify Business Exemption.
At the Exempt My Company screen, enter your business EIN and Access Code. Then press Begin.
If you don't know your business' EIN, please contact someone in your company who is responsible for financial matters.
If you don't know your Access Code or your combination of EIN and Access Code does not allow you to proceed to the next step, please contact clientservices@oregonsaves.com or (844) 661-1256 for assistance.
Once you've entered the accurate EIN and Access Code combination for your company, you will proceed to the next step.
To proceed, you must select the type of Retirement Plan offered by your company that qualifies you for an exemption from OregonSaves. To select, click on the radial button next to your plan type.
In the name field, enter your first and last name.
Be sure to click on the check to certify your request for exemption to move on to the next step.
Once you've completed this step, please click on the Confirm Exemption button to complete your exemption.
Lastly, you will be presented with an on-screen acknowledgment of your exemption along with your unique exemption code. Please retain that code for your records.
We recommend providing a valid email address and selecting Send Exemption Code so that you will receive an email confirmation.
If you provide a valid email address, you will receive the following email to confirm your program exemption.
Retain this email for your company records.
Need help?
Please contact clientservices@oregonsaves.com or (844) 661-1256
for assistance.
Want to learn more about OregonSaves?
www.oregonsaves.com