Employer Bulletin: Your Plan Administration Resource

The Ebb and Flow of the Markets

The Ebb and Flow of the Markets

Wayne Wicker, Chief Investment Officer, Vantagepoint Investment Advisers, LLC, recently appeared on Fox Business’ Mornings With Maria show to discuss the upcoming earnings season with Maria Bartiromo and her co-hosts.
Plan Administration Highlights

Plan Administration Highlights

Below are tips and reminders to help with plan administration within EZLink. If you need assistance while using EZLink, please contact our Plan Sponsor Services team. We’ll be glad to help.

Procedures for Processing Unforeseeable Emergency Withdrawals
Our procedures for processing unforeseeable emergency withdrawals have changed, and plan sponsors may choose one of these two processes:

  1. An authorized disbursement agent may sign the employee request authorizing ICMA-RC to make a direct payment to the employee. No review or assessment provided.
  2. Use and adopt our hold harmless approach, assigning the administrative review and assessment of the paperwork to ICMA-RC, followed by correspondence to the primary contact of the plan for authorization.

View Recent Reports
From your EZLink dashboard, click on the arrow to the right of View Plan next to the plan you want to view. Once you are in the plan, scroll down to see Recently Viewed Reports.

Retirement Legislation to Assist with Student Loans

Retirement Legislation to Assist with Student Loans

On May 13, 2019, Senators Ron Wyden (D-OR), Maria Cantwell (D-WA), Ben Cardin (D-MD), Sheldon Whitehouse (D-RI), Maggie Hassan (D-NH), and Sherrod Brown (D-OH) re-introduced the Retirement Parity for Student Loans Act.
Webinar on Supplemental Plan Auto-Enrollment
Research:

Webinar on Supplemental Plan Auto-Enrollment

The Center for State and Local Government Excellence (SLGE) and ICMA-RC recently conducted a webinar on auto-enrollment in defined contribution supplemental retirement plans.
Granting EZLink Access
EZLink Tip of the Month:

Granting EZLink Access

As you may know, EZLink credentials are not designed to be a shared resource or transferred internally to other colleagues.
Mark Your Calendar

Mark Your Calendar

Plan ahead for the events and holidays listed below. Please visit the website of the sponsoring organizations for details and up-to-date information on the events. Click here for a printable PDF of events occurring in 2019.

July 4, 2019

Independence Day
ICMA-RC and the New York Stock Exchange are closed. No transactions, financial or non-financial, will occur on this day. Also, the NYSE is scheduled to close at 1 p.m. on July 3. On that day, ICMA-RC will be available until 4:30 p.m. Eastern time (ET) to assist plan sponsors and until 6 p.m. ET to assist participants. See details.*

Sept. 2, 2019

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

Sept. 8 - 11, 2019

National Association of Government Defined Contribution Administrators (NAGDCA)
Annual Conference
New Orleans, LA

Sept. 26 - 27, 2019

SLGE, National League of Cities, and ICMA-RC
Public Sector Workforce 2030 Summit: Planning for the Next Generation of State and Local Government Employees  
Fort Lauderdale, FL

Oct. 5 - 6, 2019

National Fallen Firefighters Foundation (NFFF)
National Fallen Firefighters Foundation Memorial Weekend
Every October, the National Fallen Firefighters Foundation pays tribute to firefighters who died in the line of duty during the previous year. The event features programs and ceremonies for survivors, coworkers, and the public.
Emmitsburg, MD

Oct. 20 - 23, 2019

International City/County Management Association (ICMA)
Annual Conference
Nashville, TN

Oct. 20 - 26, 2019

National Retirement Security Week
An annual national effort to encourage Americans to save for retirement. Watch for more information on this event from ICMA-RC.

Nov. 3 - 5, 2019

SPARK Institute
SPARK Forum
Palm Beach, FL

Nov. 20 - 23, 2019

National League of Cities (NLC)
City Summit
San Antonio, TX

Nov. 28 , 2019

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