By checking your eligibility requirements in your adoption agreement, and the definition of entry date. This is all found in section 3 of the adoption agreement. If your firm elected the one year of eligibility criteria, this also requires that the employee work 1,000 hours of service in that first year of employment.

See the link for Program Enroll in the upper right area of the Enrollment Package or on the homepage of our website. Employees enroll themselves in your plan.

Notify the Program of their employment status change by submitting a Participant Data Change Form.

Plan Administrator Resources

As a Plan Administrator, you have access to several dedicated resources (in addition to this guide) to help you manage your firm’s retirement plan and respond to inquiries from plan participants.

Plan Administrator Line

You, as a Plan Administrator, can contact the ABA Retirement Funds Program (“Program”) through the dedicated Plan Administrator Line, 800.752.6313. This line will give you direct access to Customer Service Associates (CSAs) who will answer your questions about the administration and management of the plan. CSAs are available to assist you Monday through Friday, 8:00 a.m. to 8:00 p.m. ET.

For your convenience, you can also access information about your personal account from this line. In general, if you are calling about your personal account, you can transfer to the Customer Service Center by pressing 2 on your touch-tone phone.

Sponsor Web

Sponsor Web is a suite of Web-based applications for Plan Administrators to manage plan activity and share data with the Program. Visit the Sponsor Web page for more information.

Mail and email

Plan administrators can always contact the Program by mail or email. All correspondence is responded to or acknowledged within three business days. If additional research is necessary, the complete response is generally provided within 10 business days.

Regular Mail

ABA Retirement Funds Program

P.O. Box 990073

Hartford, CT 06199

Overnight Mail

ABA Retirement Funds Program

One Orange Way

Windsor, CT 06095


Email (general inquiries)

[email protected]

Administrative Forms can be emailed to

[email protected]