Tools & Resources Overview

Tools & Resources Overview

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Tools and resources for program administrators

 

This section of the Plan Administrator’s Guide contains information about Program tools and resources available to simplify your job as Plan Administrator.

  • Important Plan Documents
  • Program Calendar
  • FAQ
  • Participant Resources
  • Program Administrator Resources

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FAQs

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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.

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See the link for Enroll in Your Plan in the upper right area of the homepage of our website. Employees enroll themselves in your plan.

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

 

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Participants can log on to their accounts through the Program’s website or submit the Beneficiary Designation Form.

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Participants can log on to their accounts through the Program’s website or submit the Participant Data Change Form.

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