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 Intro
 

The "Retirement Plan Administration Page"

The Retirement Plan Administration Page provides:

  – Your plan's information
  – All the functionality related to processing your plan

Retirement Plan Administration Page Content:

    Plan Information

  • General Information (general plan information)
  • VRS Information (listed options available on the Voice Response System)
  • Other Contacts (listing of Plan Contact Servicers)
  • Divisional Contacts (contacts for each division if divisions are applicable)
  • Investment Rates (for selected Guaranteed Certificate Funds)
  • Unit/Share Values (for available investment options – can be selected by date range)
  • Vesting Schedule (the vesting schedule for employer monies)
    Upload

  • Transmit Employee or Payroll Data Files
    This section provides ability to upload employee or payroll data files to us.
    (Link is found in the menu on the left side of the Retirement Plan Administration page.)


    • Download

  • Download Report or Data Files
    This section provides access to files and reports that are ready to be downloaded via our web site.
    (Link is found in the menu on the left side of the Retirement Plan Administration page.)
    (See the "Reports" page for information on requesting / ordering reports.)
    Plan Administration

  • Process Contributions & Update/Verify Vesting

    Clicking brings up a new window with these options:

    • Contribution Processing
    • View Plan Balance
    • Update Vesting
    • Pay Plan Expenses (Does not appear for all plans)

      Employee Administration

    • Add or Change Employee Information


      • Clicking brings up a new window with these options:

      • View or Change Employee
      • Add Employee


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