Administrator's Guide

Plan Administration Information

YMCA Retirement Fund Overview
Participation Rates
403(b) Universal Availability
Eligibility & Enrollment
Unique Eligibility Cases
The Definition of Compensation
Contribution Payments to the Fund
Onboarding Materials
Best Practices
Updating Employee Information
Loans & Hardship Withdrawals
Processing Employees Who Leave The Y
Retiring & Then Returning to Y Employment
Auditing and Tax Reporting