Employer Bulletin: Your Plan Administration Resource

Plan Administration Highlights

Plan Administration Highlights

Below is a reminder to assist you with plan administration within EZLink. If you need assistance while using EZLink, contact our Plan Sponsor Services team. We’ll be glad to help.

Census Data Available in EZLink

When you need to review the census data we have on file for your participants, you can download this information from our site. To access the report:

  • From the top menu, click Reports, Participant Reports, Indicative Reports, and then Participant/Beneficiary Info.
  • You can run this report for All Participants or use the Select Participants feature to narrow the selection by participant status. The Beneficiaries tab will list each of the beneficiaries we have on file for each participant in a separate report.
  • To update a participant’s information, from the top of the screen, click Participants, then Participant Administration, then search for the participant and select the applicable option.
COVID-19 and the Markets
Investing Snapshot:

COVID-19 and the Markets

A stimulus, reopenings, and vaccine availability provide just the right shot our economy needs.
Mark Your Calendar

Mark Your Calendar

May 4, 2021

CFP® Webinar: Will You Need Long-Term Care?
4 p.m. Eastern Time
Roth IRAs have become popular retirement savings vehicles because if certain conditions are satisfied, distributions are completely free from federal income taxes. Is a Roth IRA right for you? Register here.

May 2-8, 2021

Public Service Recognition Week
This is an annual celebration to honor those who serve our nation as government employees. Visit Public Service Recognition Week 2021 for details.

May 9-15, 2021

National Police Week
Washington, D.C.
This week is a dedicated time to honor, remember, and celebrate American law enforcement, as well as make it safer for those who serve. Please note that the COVID-19 pandemic may impact public events. For details, visit National Police Week 2021.

May 11, 2021

CFP® Webinar: When Should You Begin Receiving Your Social Security Retirement Benefits?
1 p.m. Eastern Time
As you near retirement, one of the biggest financial decisions you’ll make is when to begin receiving your Social Security retirement benefits. Register here.

May 19, 2021

Webinar: 2021 Workforce Survey Results
3 p.m. Eastern Time
The Center for State and Local Government Excellence at ICMA-RC has partnered with the International Public Management Association for Human Resources (IPMA-HR) and the National Association of State Personnel Executives (NASPE) to conduct an annual study on state and local workforce issues. Register here.

May 19, 2021

CFP® Webinar: 10-Question Retiree Guide
4 p.m. Eastern Time
Transitioning into and through retirement can be rewarding and challenging. So, having a plan is important. Register here.

May 31, 2021

Memorial Day
ICMA-RC and the New York Stock Exchange are closed. No transactions, financial or non-financial, will occur on this day. See details.*