Send 2021 Retirement Compliance Data by February 15

The deadline to submit your cooperative’s 2021 compliance questionnaire and W-2 data is February 15, 2022. Your information is used to perform nondiscrimination testing for the NRECA retirement plans, as required by the Internal Revenue Service.

Use the W-2 Salary Submission event to send your co-op’s 2021 W-2 salary data. All other resources to help prepare your data are located on the W-2 Salary Data & Retirement Compliance Questionnaire page of the BA Guide. They include:

• The updated annual questionnaire.
• The 2021 Compliance Annual Reporting Resource Guide, which gives specifics about the W-2 salary submission and questionnaire data.
• The W-2 import file layout, and
• The 2021 Compliance Annual Reporting webinar, which explains the entire reporting process.

Use the Message Center to securely send your completed questionnaire. Retain a full copy in your files for reference in the event the retirement compliance team has questions about your data after you submit it.

If you need help finding these resources online, contact the Member Contact Center at 866.673.2299 or contactcenter@nreca.coop. For help with the W-2 Salary Submission event or the Retirement Compliance Questionnaire, contact the benefits compliance team at 866.673.2299, option 7, or pension.compliance@nreca.coop.