Process to terminate employees

If an employee leaves your YMCA, you must terminate them in YERDI by navigating to the blue menu bar, hovering over the Employee Center, and choosing View/Update Employee from drop-down menu. Search for the employee you wish to terminate and click “select” next to their name. Once you have selected the correct employee, scroll to the bottom of the page and choose the “Terminate Employment” button.

On the next screen, verify the employee’s personal details, choose a termination date and reason, and finally, click the “Save” button. Once the employee is terminated in YERDI, they will receive a letter from Y Retirement outlining their options.

NOTE: If an employee is enrolled in the 403(b) Savings Plan, you must terminate their Tax-Deferred or Roth Account Contract first, before you can terminate their employment.

Rollovers and Distributions

For more information on Rollovers and Withdrawals when leaving a Y, please click here.

Other Types of Leave

Family and Medical Leave – Employees who are entitled to these specific types of leave under the law have a right to re-employment on return. Your Y’s legal counsel can help you establish what benefits may also be required. Do not terminate their account in YERDI.

Military Leave – A Participant called to qualified military service has the right to reemployment when they return to work for a Y. For employees returning from qualified military service who were not previously enrolled in the Fund, their months spent in military service count toward their eligibility for enrollment.

For employees called to qualified military service who are enrolled in the 401(a) Retirement and/or 403(b) Savings Plan, you must terminate their account in YERDI with the reason ‘Military‘. Your Y must pay contributions for a military leave after the Participant has returned:

  • The contributions are based on the Participant’s average gross compensation in the 12 months before the leave began.
  • If your Y has a YMCA/Employee Shared agreement, returning veterans are responsible for making their Participant contributions. However, they have up to three times the length of their military service (to a maximum of five years) to make those contributions. Your Y must submit all of its contributions within one year after the Participant’s contributions are made.
  • In a Fully Paid by Y agreement, your Y must make the Participant’s contributions within 90 days of the Participant’s return.
  • Any required contributions are credited to the participant’s year(s) of military service and not the year when the contributions were made.
  • No interest is due for either the employee’s or employer’s USERRA-related contributions.