CUNA Mutual Group Proprietary Reproduction, Adaptation or Distribution Prohibited © CUNA Mutual Group PEN-0609-DC4C
Benefits for You
Presented by Sharon Severson – Director, Retirement Plan Products
Plan Administrator WebsiteStep-by-Step Tutorial
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Agenda
• Welcome
• Website Overview
• Add New Employee with a snapshot into your Employees’Online Enrollment Experience
• Send Census Data
• Send Deposit Data
• Access Reports
• Q&A
• Closing
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Website Overview
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Administrator for Sample Credit Union
8.23%
Welcome John Q. Administrator
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What’s New
DOL Regulation on Late Deposits
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Welcome John Q. Administrator
8.23%
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Administrator for Sample Credit UnionAdministrator for Sample Credit Union
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Add New Employee
Followed by an employee’s online enrollment experience
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Welcome John Q. Administrator
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Administrator for Sample Credit Union
999-99-9999
888-88-8888000-00-0000
Participant, Jane
Doe, JaneParticipant, John
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EMPLOYEE
Online enrollment process
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Notice comes to employee via email or postal mail.
Sample at left is of email notice.
CUST HELP [email protected]@CMGCUST HELP [email protected]@CMG
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1234 America Avenue
Suite A
Anywhere
99999-9999
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The investments shown here will match the list of investment options the plan sponsor has
selected to be in the plan.
The employee can select any combination as long asthe total percentage equals 100%
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NOTE: The screen is splitsolely to fit all the contentinto this screen. The employee’sview just scrolls down their page.
1234 America AvenueSuite AAnywhereOH99999-9999
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1234 America AvenueSuite AAnywhereOH99999-9999
Jane Participant
NOTE: The screen is splitsolely to fit all the contentinto this screen. The employee’sview just scrolls down their page.
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Administrator for Sample Credit Union
Participant, Jane
7%
06/12/200906/12/2009
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Send Census Data
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CMG Census Report for 12312008.xls
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The annual review of your plan requires you to complete the Plan Year End Administration Packet. The data requested may include:
• Retirement Plan Administrative Fees Expense Statement• Trustee Amendment• Discretionary Board Resolution• Highly Compensated/Key Employee Identification Report• Required Information for Plan Year End Administration (part I, II and III)• Compensation Data Required for New Plan Participants• Excluded Compensation Report (part I and II)• Short Plan Year data
If you have questions about the data requested, call 800.999.8786, option 1.
A FEW NOTES ABOUT CENSUS DATA
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Send Deposit Data
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Welcome Plan Administrator
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Please note that deposits cannot be processed unless an enrollment and investment election form has been submitted for all participants. If you are submitting or have recently submitted enrollment forms for a new participant on this deposit, indicate that in the Comments field.
Deposits submitted before 3:00 p.m. Central Time will be processed within 2 pricing days from the submission date. Deposit amounts will be allocated to the plan and participants according to the information you have provided and money will be allocated to investment accounts based upon the investment elections in effect on the day the deposit was processed
A FEW NOTES ABOUT DEPOSIT DATA
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Access Reports
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Participant, Jane
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Q&A
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Thank You!
Be sure to visit your benefits website today!
www.benefitsforyou.com
If you have questions, please contact our
Retirement Service Center at 800.999.8786, Option 1
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