2019 Compliance Questionnaire and Resource Guide Now Available

The 2019 retirement compliance questionnaire and accompanying resource guide are now available on the Employee Benefits website. A Message Center notification linking to the questionnaire, the resource guide and the W-2 Salary Submission file layout was sent today to benefits administrators at co-ops that offer one or both of the NRECA-sponsored retirement plans.

• The questionnaire asks for data about your cooperative and is due no later than February 14, 2020. W-2 salary data accompanies your questionnaire and is also due on February 14. NRECA’s systems will be ready to receive W-2 data on January 2, 2020. The questionnaire is provided in PDF format. You can either type responses directly into the form or print a copy and complete it by hand. Adobe Reader is required. If you plan to fill in the fields manually, first type your co-op’s name and RUS number on page 2. Your entries will populate in the footnote of all the other pages.
• The resource guide includes a timeline, frequently asked questions, preparation checklist, and detailed instructions for both W-2 data and questionnaire reporting.
• The W-2 Salary Submission file layout was also sent in Wednesday’s Message Center notification.

If you did not get a chance to attend the Compliance Annual Reporting webinar on December 11, watch NRECA Employee Benefits Weekly for a link to the recording and presentation materials, which will be available throughout 2020 for reference.

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.