Plan Sponsor Annual Organizer Thank you for reviewing the Annual Organizer. First you'll need to download the document here: DOWNLOAD NOW. Once complete, upload below and be sure to include any investment files and/or documentation. Plan Sponsor Annual Organizer Company * Name * Name First First Last Last Email * File Upload * Acceptable documents: .doc, .docx, pages, .pdf Choose File Maximum upload size: 268.44MB We accept .pdf, .doc, .docx, pages If you are human, leave this field blank. Submit Δ