GWN Marketing Services

Employer Services Include:

  • Fully Compliant Plan Document
  • Adoption Agreement
  • Product Provider Service Agreement
  • Provider Hold Harmless Agreement
  • Summary document to educate and inform plan participants
  • Notice of participant availability in the plan
  • Salary Reduction Agreement
  • Sponsor administrative and compliance procedures manual
  • Participant Communication
  • Single-Source Common Remitter
  • Compliance Monitoring
  • Electronic feeds from approved providers
  • Approved providers and products
  • Transfer monitoring with approved products
  • Contribution and catch-up limit monitoring
  • Hardship distribution approval and deferral suspension notification and monitoring
  • Loan approval and monitoring
  • Distribution approval and notice to providers
  • Required Minimum distributions (RMD)
  • Single Source Remitting Services for additional employee/employer programs:
    • 401(a)
    • Section 125 Plans
    • Health Reimbursement (HRA)
    • FICA alternative plans
    • Special pay plan