How Can We Help You

I'm a Y Plan Administrator
Top Plan Administrator Topics
Trainings Designed for You

Retirement Planning Basics

See how much to contribute

Limits 2021 sidebar imageContribution Limits Calculator
Determine the maximum amount your employees can contribute 


Getting Started

The Plans - YERDI - Helpful Resources

Onboarding Procedures

Employee Handbook Language - New Hire Resources


Retirement Plan Requirements - Late Enrollments - Waivers

The Definition of Compensation

Amounts to Include for Plan Purposes

Loans & Hardship Withdrawals

Loan Process - Managing Loan Payments - Hardship Withdrawals

Employee Information Updates

Changes to: Contact Information - Name - Marital Status - Beneficiaries

Overview of the Accounts

Retirement Plan Accounts - Savings Plan Accounts

Transmitting Payments

Payment Methods and Timeliness - Past Due Contributions - Forfeitures

Leaving the Y

Termination Process - Distributions - Other Leave Types

Returning to Y Employment

Collecting an annuity while working for the Y - Retirees Returning to Work

Participation Rates

Retirement Plan Contribution Choices - Breakdown of Rates

Unique Eligibility Cases

Previous Service - Rehires - Special Cases - Returning Retirees

Auditing and Tax Reporting

Non-Discrimination Coverage Testing - IRS Form W2 - Insurance

Retirement Benefits

Applying for Retirement Benefits - Disability Retirement