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

Retirement Planning Basics

See how much to contribute
 

2015 Contribution Limits Calculator graphicContribution 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

Eligibility

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

Name Changes - Marital Status Changes - Beneficiary Changes

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

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