If your company name, address, EIN, entity type, or phone number changes, update that information in Gusto Payroll. After you make the update, the change will flow to your Gusto Retirement plan for review and approval.
Log into your administrator dashboard.
In the upper-right corner of the screen, click on your company name to open the drop down menu and click Settings.
Within the Company Information section, select Edit to update the necessary fields.
For company name and EIN changes, you’ll be required to provide supporting documentation, such as a Secretary of State filing.
If you are not the Trustee of the plan, any company information changes will automatically be sent to the Trustee’s dashboard to confirm. The company information will show as “Pending” until the Trustee completes the dashboard task.