News & Seminars

News for Administrators

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

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

May 2017
Action Needed- Please Clean Up Your Records
Important Information Regarding Loans
A Fund Annuity is Superior

April 2017
Free Retirement Seminar at the Fund
Counting Hours for Eligibility
Useful Report in YERDI

March 2017
Designating Beneficiaries Online
Marital Status for Plan Purposes
Excellent Service Recognized

February 2017
A Complimentary Service Available to You
New YERDI Report
Host a Seminar

January 2017
Rollin' the New Year
Encourage Retirement Savings: 10 Best Practices
Quarterly Statements are Being Mailed
Training Opportunities this Month