HR Professionals & Plan Administrators

The fund is here to guide you in providing a valuable benefit to you and your employees

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.

YMCA RETIREMENT FUND OVERVIEW

YMCA RETIREMENT FUND OVERVIEW

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.

YOUR COMPLIANCE RESPONSIBILITY

YOUR COMPLIANCE RESPONSIBILITY

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.

TIMING OF REMITTANCE

TIMING OF REMITTANCE

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.

403(b) UNIVERSAL AVAILABILITY

403(B) UNIVERSAL AVAILABILITY

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.

Resources

News For Administrators

Discover The Latest News.

News for Administrators

Educational Materials

Educate Your Staff About The Fund

Educational Materials

Learning Center

Our Participants' Stories

The Fund has allowed me to save money on my taxes and comfortably think about my future.
Bill Kanas Keep reading
The Fund allows me to see the big picture for years to come.
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