News & Seminars

News for Administrators

A newsletter for Y professionals who administer the
YMCA Retirement Fund plans at the local level.

September 2018
Notice to New Hire

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
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