There are no do-overs in retirement, so getting your planning right is critical. And while retirement plans should ultimately be tailored to the individual, there are lessons to be learned from the paths others have taken. Join Jason Parolek, a[…]
This Friday, February 13, is the deadline to send your cooperative’s 2025 compliance annual reporting data. Meeting this due date is especially important in 2025 so that NRECA can complete all 2025 nondiscrimination testing before the Voya transition this fall.[…]
As announced in the December 17 issue of NRECA Employee Benefits Weekly, retirement plan nondiscrimination test results from the 2024 plan year will be archived on January 23, 2026, after 5 p.m. Eastern time. If you haven’t done so already, download your cooperative’s[…]
NRECA provides assistance to some tax-exempt cooperatives in the annual preparation of Internal Revenue Service (IRS) Form 990 (Return of Organization Exempt from Income Tax). NRECA’s Actuarial Services team calculates the change in actuarial value of Retirement Security Plan benefits[…]
The deadline to submit your cooperative’s 2025 compliance questionnaire and W-2 data is February 13, 2026. Your information is used to perform nondiscrimination testing for the 401(k) Pension Plan and the Retirement Security Plan, as required by the Internal Revenue[…]