Join our Guild! Here is an overview of the steps involved.
Whether you are a member adding new participants and/or seeking additional plan information, or you wish to join our Guild, here is an overview of the steps involved.
Employee Census Form: Please fill out this online form completely or print it, fill it out and fax it to our office. This form helps us determine what financial plan would work best for you, your employees (participants) and your company.
Fax your completed Employee Census Form to:
Elizabeth E. Clark
Executive Director, CDG
Fax: 415.434.9011- Elizabeth Clark will call you within three business days to discuss your options, special considerations, implications for each plan design and the best time to contact you.
- When you reach a decision about what plan(s) you want to participate in, you must fill out the appropriate forms. We will assist you with exactly what forms you’ll need, but you can find all forms here.
- An Adoption Agreement (the official document of your Plan design) must be signed by the Plan Sponsor and submitted with participation forms to our Trustee, Comerica Bank. We will guide you through this process.
The participants (your employees) will then chose which investment funds they wish to participate in.
Each employee must submit the following paperwork with each contribution. Again, we must have original signatures.
- Participation Agreement (84KB
PDF) - Beneficiary Statement (88KB PDF)
- Acknowledgement of Receipt of Investment Disclosure (1MB PDF)
You can also find all forms here.
- Participation Agreement (84KB
- Your CDG representative will submit completed paperwork to our Record Keeper and Trustee to establish an account for each plan participant.
Once all the paperwork has been approved and filed, your Retirement Program Specialist will provide an orientation of CDG benefits, services and investments for you and your staff.
All plans are invested on the last day of every month.