September 2018
Notice to New Hire
Rollovers
Retire...Rehire
August 2018
Non-Discrimination Coverage Testing
YERDI Fast Fact
2018 Annual Report
July 2018
Updated Withdrawal Rules
YERDI Fast Fact
Help Your Staff Understand Their Annuity Options
June 2018
Best Practices for Universal Availability
Interest Credit Decision
Online Accounts
May 2018
Best Practices for Employee Updates
Action Needed: Please Clean Up Your Records
Retirement Fund Overview
April 2018
Eligibility
Best Practices for Loans
Meet Our New Director of Customer Service
March 2018
Leaving the YMCA- Best Practices
Officer Updates in YERDI
The Saver's Credit
February 2018
Onboarding Best Practices
Help is Just a Click Away
Loan Repayments
January 2018
IRS Form W-2
YERDI Fast Fact
Insufficient Pay to Cover Loan Payments
Top Plan Administrator Topics
December 2017
New! 2018 Transmittal Deadline Calendar
TD Catchup Report
Determining Compensation for Plan Purposes
Coming Soon! Estatements
November 2017
Beneficiary Designation Tips
YERDI: What is a UEIN?
The Equivalency Method
October 2017
New Video! A Lifetime Annuity
Important Hurricane Hardship Information
Help Us Communicate
September 2017
New Quarterly Benefits Statements Available Online Only
Learn How to Access an Online Account
YERDI Fast Fact
August 2017
New Video! 6 Benefits to Rollovers
Non-Discrimination Coverage Testing
New YERDI Eligibility Tracking Report
July 2017
YMCA Collaborations and Mergers
YERDI Eligibility Tracking Enhancement- Tracking Hours
Did You Know the Fund Accepts Rollovers?
June 2017
Terminating the National Benefits Database
Timely Terminations are Important
Waiving Participation