UNIVERSAL AVAILABILITY CHECKLIST
Each year, Employers who sponsor a 403(b) retirement plan are obligated to complete a Universal Availability requirement for their retirement plan and ADMIN is here to help! For audit purposes, we ask our clients to complete a checklist to let us know which notification method(s) was used to notify your employees. ADMIN’s team will keep record of these annual notices on behalf of the Plan.
Use the form below to log your annual Universal Availability requirement…
For audit purposes, we ask our Plan Sponsors to complete the following checklist to let us know which notification method(s) was used to notify your employees.
ADMIN’s team will keep record of these annual notices on behalf of our clients.
To learn more about Universal Availability and to view our catalog of templates which you can use to notify your employees, click here.