New 401(k) Loan Issuance and Participant Eligibility Reports

Accessing data associated with your cooperative’s 401(k) Pension Plan is key to being able to answer questions and easily administer tasks associated with the plan. The new 401(k) administration portal, available through the NRECA Employee Benefits website, offers a host of reports that puts information quickly at your fingertips! If you haven’t explored this area, now is a great time to do so.

Based on your feedback, we’ve created two new reports to make it easier to administer participant loans and determine upcoming participant plan eligibility. The new reports, “New Loan Issuance” and “Upcoming Employee Eligibility,” are now available for you to access in the “On Demand Reporting” page on the administration platform.

To make it easier to locate the reports you need, we’ve updated the structure and created two folders, “Reports for Co-op Use” (which contains these new reports) and “Reports for NRECA Use,” which contains reports intended for use by NRECA staff. 

To access reports, log in to the NRECA Employee Benefits website at cooperative.com > My Benefits > Reports > 401(k) Reports in the 401(k) Management Portal. Once in the portal, select the “Reports” tab to access standard reports or select “On Demand Reporting” in the upper right-hand corner to access the new on-demand reports.

For questions accessing 401(k) reports or about data contained within these reports, please call the Member Contact Center at 866.673.2299. Representatives are available Monday through Friday 7 a.m. to 7 p.m. Central time.

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