Articles
Contribution Center Template FAQs
Why are hours and compensation needed on a per pay period basis? The compensation and hours information is important for recordkeeping purposes for vesting, distributions, compliance testing and determining eligibility. Current Hours: Current...
Online Contribution Center Instructions
View our tutorial to learn more about submitting contribution files through our Plan Sponsor website.
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Automatic Enrollment Reporting
Automatic Enrollment Reporting We provide reporting to all automatic enrollment clients to help them fulfill their responsibility of ensuring that all new hires auto enroll in the plan (unless they opt out or make an affirmative election). Al...
Automatic Enrollment Process
Automatic Enrollment Processing While the overall process is similar for all automatic enrollment plans, the exact timeline differs slightly depending on your plan’s entry requirements. The timeline and examples for different wait periods are o...