Send 2024 Compliance Reporting Data by February 14

Friday, February 14, is the due date for your cooperative’s 2024 compliance annual reporting data. If you haven’t already done so, send your retirement compliance questionnaire using the secure Message Center and use the W-2 Salary Submissions page of the Employee Benefits website to manually key or import your data.

As you prepare your data, these resources are available on the Employee Benefits website:

• Resource guide, with detailed instructions about what to include in your questionnaire
• Import layout to use as you build your W-2 salary data file
• Compliance annual reporting webinar explains the reporting process
• Additional background information and resources were published in the January 29 issue of NRECA Employee Benefits Weekly.

NEW FOR 2024: Use Appendix A to report any long-term, part-time employees who began participating in your 401(k) Pension Plan during 2024. Co-ops with no long-term, part-time employees can skip Appendix A.

For help with completing your questionnaire or W-2 salary submission, including co-op-specific questions about what data to report, contact the benefits compliance team at 866.673.2299, option 7, or pension.compliance@nreca.coop.