2014 Compliance Questionnaire and Resource Guide Now Available

It’s almost time to send your 2014 retirement compliance questionnaire. The questionnaire asks for data about your cooperative and is due no later than February 13, 2015. W-2 salary data accompanies your questionnaire and is also due on February 13.

A message alert was sent to all primary benefits administrators on December 9 letting them know that the 2014 questionnaire is available.

No format changes for 2014
Although we’ve updated the compliance questionnaire for the 2014 plan year, other content changes are minor and the questionnaire remains in PDF format. BAs can either fill it out electronically or print a copy and complete it by hand. If you plan to fill it out electronically, remember to download Adobe Reader for free if you don’t already have it.

The Compliance Annual Reporting Resource Guide has also been updated for 2014. As in prior years, it contains a timeline, frequently asked questions, a checklist, and detailed instructions for how to send your co-op’s W-2 data. NRECA’s systems will be ready to receive W-2 data on January 5, 2015.

If you need help finding either document, contact the Member Contact Center at 866.673.2299 or contactcenter@nreca.coop.

If you have questions as you complete your questionnaire, contact the benefits compliance team at 866.673.2299, option 7, or pension.compliance@nreca.coop.