What to Do When” helps you take a quick look at what you need to do when these events occur.
Dates to Remember” will help you determine when forms or the other communications need to be completed, filed or sent.

This section contains an overview of events you encounter on a day-by-day basis, and dates that are important for you to remember. The majority of the administrative service for this plan will be handled by the Program. Your role, as Plan Administrator, includes providing the communication link between the participants at your firm and the Program. We recognize that the administration of this plan is just one of your many responsibilities, so we’ve tried to simplify the procedures and outline them clearly for you here as well as show you where you can find more detailed information.

If you maintain a calendar plan year, another helpful tool is the annual Calendar the Program mails to the authorized plan representative each December. Access it here.

“What to Do When” helps you take a quick look at what you need to do when these events occur.

“Dates to Remember” will help you determine when forms or other communications need to be completed, filed or sent.