NRECA Employee Benefits Weekly

2014 Compliance Questionnaire and W-2 Salary Data Due by February 13

Posted on Posted in Compliance

Remember to send your cooperative’s compliance questionnaire and W-2 salary data no later than February 13, 2015. The benefits compliance team needs these items so that they can complete your co-op’s nondiscrimination testing in time to avoid possible IRS excise taxes.

Questionnaire
The retirement questionnaire is on the Employee Benefits website. Go to Administration > My Co-op’s Salaries. Click Download the Annual Retirement Compliance Questionnaire in the “Resources” sidebar.

Use the Message Center to send your questionnaire and attachments. This method keeps your private data (e.g., Social Security numbers) safe as well as sending your questionnaire directly to the benefits compliance team.

W-2 salary data
Send your W-2 data securely through the Employee Benefits website. You can either upload a file or enter your data manually. Helpful information on required file layouts is online at Administration > My Co-op’s Salaries. Select the import instructions link.

Resources for co-ops

  • The Compliance Annual Reporting Resource Guide answers many of your questions about year-end reporting. It’s also online. Go to Administration > My Co-op’s Salaries. Then click the Resource Guide link in the sidebar on the right.
  • You also can listen to the 2014 Compliance Annual Reporting Webinar. Go to Conferences & Education > Web Conferences > Past Web Conferences > Benefits > 2014 Compliance Annual Reporting.

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

For help with W-2 salary data or the questionnaire, contact the benefits compliance team at 866.673.2299, option 7, or pension.compliance@nreca.coop.

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