We strive to support you in your role and make plan administration and participant education easy for you. The Local Plan Administrator Training video below will provide you with an overview of the YMCA Retirement Fund, provide you with a better understanding of the Fund’s two plans, cover your key responsibilities and share tools and resources to aid you in your role.
The YMCA Retirement Fund sponsors two Plans: the Retirement Plan and the Savings Plan. Learn more about the Fund, YERDI (YMCA Employee Retirement Data Interchange), and important resources for plan administrators.
It's essential for you to understand your compliance responsibility as an administrator of the Fund's Plans. Learn more about your responsibilities, including timely enrollment and contributions.
As an administrator of the Fund's Plans, you need to know the legal requirements for timely remittance of contributions. Click the link below to learn more.
All employees of participating YMCAs are eligible to enroll in the 403(b) Savings plan. Your role as a plan administrator is to ensure your employees are aware of their ability to participate in the 403(b) Savings plan.
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The Fund has allowed me to save money on my taxes and comfortably think about my future.
The Fund allows me to see the big picture for years to come.
We are your partners and can assist you with any questions regarding the administration of the YMCA Retirement Fund's plans.