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: