Request a Transaction from Your Retirement Plan

Simplifying Retirement Planning Through Expert Plan Support

How do I request a disbursement?

    1. Complete the transaction paperwork required by your provider
    2. Upload your paperwork in the PlanScope360 participant portal
    3. Simplicity PlanScope360™ will issue a certificate of approval for authorized transactions
    4. Your provider will distribute your funds with our approval.

FAQ

How long does processing a distribution request take?

  • Allow 2-3 business days for PlanScope360 to process your request

How will I know the transaction is approved?

  • PlanScope360™, A Simplicity Company, will email you a copy of the approval or a reason for denial.

When will my requested distribution be completed?

Simplicity PlanScope360™ is a Third Party Administrator (TPA) and does not hold your retirement plan funds.

Contact your plan provider to determine processing time for receipt or transfer of funds after TPA approval.

Need help?

Our participant transaction team is available during normal business hours Monday – Friday 9am-5pm EST at (877) 395-0456. You can also reach us via email at info@planscope360.com or fax (888) 614-3672.