Retirement Plan Documents are now in One Online Location
As part of our continued efforts to streamline your online experience, your cooperative’s Retirement Security (RS) and 401(k) Pension Plan (401(k) Plan) documents have been consolidated and reorganized on the Retirement Plan Documents page of NRECA’s Employee Benefits website.
In addition, display issues that occurred last week on this page have been resolved. If, however, you need assistance accessing any existing documents, contact the retirement compliance team at 866.673.2299, option 7, or pension.compliance@nreca.coop.
Starting with the restated adoption agreements, whenever retirement documents are released for your co-op, you will receive a Message Center notification with a link to the notice, download instructions, notice-specific guidance and applicable deadlines. Remember that adoption agreements for the 2017 restatements will be available at the end of June.
New page format
Here’s what you’ll find in the three subsections of the Retirement Plan Documents page (grouped by document type):
- Documents Requiring Acknowledgement. Documents you need to download and acknowledge will appear in this section. The old acknowledgement page for retirement documents has been removed.
- Retirement Plan Documents. All of your documents are listed in this section, whether or not they’ve been downloaded or acknowledged. This subsection displays:
- Existing 2017 401(k) Safe Harbor notices (if your co-op’s plan has the provision),
- 2012 restatement adoption agreements, and
- Existing 401(k) and RS Plan SPDs and SMMs. These moved from their former location, Retirement Plan SPDs and SMMs, which has been removed.
- Acknowledged Distributions. This section will display documents after you acknowledge distributing them.
If you have questions about how to locate the new page, call the Member Contact Center at 866.673.2299 or contactcenter@nreca.coop. For questions about your co-op’s plan provisions or about the specific plan documents displayed for your cooperative, contact the retirement compliance team at 866.673.2299, option 7, or pension.compliance@nreca.coop.