News & Seminars

Newsletters
News for Administrators

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

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 


 

December 2016
New! 2017 Transmittal Deadline Calendar
Contribution Limits for 2017 are here!
Training Opportunity this Month


November 2016
Employees Who Leave Before Enrollment Date
403(B) Smart Account Enrollment
Training Opportunities this Month


October 2016
National Save for Retirement Week
New York Retirement Seminar
Training Opportunities this Month


September 2016
Updating Beneficiaries on the Web
Timely Terminations
YERDI Fast Fact


August 2016
New Video: Saving for Retirement in 3 Simple Steps
Our 2016 Annual Report
Non-Discrimination Coverage Testing


July 2016
New Video: An Introduction to the YMCA Retirement Fund
New Warning in YERDI Eligibility Tracking
Helpful Exit Interview Tips


June 2016
3 Tips for Promoting the 403(b) Smart Account
New Video!
YERDI Updates


May 2016
YERDI Eligibility Tracking is Now Mandatory
Important Information about Authorizing Beneficiary Forms
Please Email Us if Your Employee Cannot Cover their Loan Payment


April 2016
Your Action is Needed
Promotional Materials
Compound Interest Video


March 2016
Transaction Details Now Available Online
New Materials to Help You Promote Saving in the 403(b) Smart Account
New YERDI Items


February 2016
Promoting Saving to New Hires
Available Onboarding Materials
New Video: The Big Impact of Compound Interest


January 2016
YMCA Officer Updates
YERDI Eligibility Tracking Q&A
Educational Offering for Your Employees