Once we have finished gathering all of the annual Plan notices, we will send you a templatized email with the notices and descriptions of each for you to forward to active/eligible employees who receive company correspondence via email.

We will mail physical copies of the notices to employees who do not use email for company correspondence and any terminated employee with an account balance on your behalf.

Since you indicated that your recordkeeper data is accurate, we simply need a roster of the employees who DO NOT use email for company correspondence. We will audit the recordkeeper data and use the mailing addresses on file for terminated employees as well as the employees that you list on the roster.

Please download and complete the following employee roster data template: Download Roster Template

Once we have finished gathering the annual Plan notices, we will send you a templatized email with the annual Plan notices and descriptions of each for you to forward to all active/eligible employees. We will mail copies of the Plan notices to any terminated employee with an account balance on your behalf.

Since you indicated that your recordkeeper data may not be accurate, we simply need a roster of all active/eligible employees. We will audit this data with the recordkeeper's data to determine which employees are terminated with an account balance who need to receive the physical copies of the notices.

Please download and complete the following employee roster data template: Download Roster Template

Once we have finished gathering the annual Plan notices, we will send you a templatized email with all of the annual Plan notices and descriptions of each to forward to the active/eligible employees that use email for company correspondence.

We will mail physical copies of the Plan notices to the employees without email addresses and any terminated employee with an account balance on your behalf.

Since you indicated that your recordkeeper data may not be accurate, we will simply need a full roster of names of all eligible employees and mailing addresses only for those employees who DO NOT use email for company correspondence. We will audit the roster you provide us with the recordkeeper's data to determine the terminated participants with an account balance.

Please download and complete the following employee roster data template: Download Roster Template

Once we have finished gathering the annual Plan notices, we will send physical copies of the Plan notices to all active/eligible employees as well as any terminated participant with an account balance on your behalf.

Since you indicated that your recordkeeper data may not be accurate, we simply need a roster of all of your active/eligible employees and their current mailing addresses. We will use the addresses on file with the recordkeeper for terminated participants with account balances.

Please download and complete the following employee roster data template: Download Roster Template