Tools & Resources Overview
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
FAQs
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.
Visit our Program Overview Guide.
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.
Notify the Program of their employment status change by submitting a Participant Data Change Form.
Participants can log on to their accounts through the Program’s website or submit the Beneficiary Designation Form.
Participants can log on to their accounts through the Program’s website or submit the Participant Data Change Form.