Employer Services Include:
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Fully Compliant Plan Document
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Adoption Agreement
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Product Provider Service Agreement
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Provider Hold Harmless Agreement
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Summary document to educate and inform plan participants
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Notice of participant availability in the plan
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Salary Reduction Agreement
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Sponsor administrative and compliance procedures manual
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Participant Communication
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Single-Source Common Remitter
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Compliance Monitoring
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Electronic feeds from approved providers
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Approved providers and products
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Transfer monitoring with approved products
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Contribution and catch-up limit monitoring
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Hardship distribution approval and deferral suspension notification and monitoring
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Loan approval and monitoring
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Distribution approval and notice to providers
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Required Minimum distributions (RMD)
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Single Source Remitting Services for additional employee/employer programs: