Employer Bulletin: Your Plan Administration Resource

Plan Administration Highlights

Plan Administration Highlights

Check out tips and reminders to help you with plan administration within EZLink.

Participant/Beneficiary Information Report

  • There are times when you may need to view or update a participant’s status. To obtain a report with this information, from My Dashboard, click View Account next to the selected plan. At the top right of the screen, click Reports > Participant Reports > Indicative Reports > Participant/Beneficiary Info.
  • You may run this report for All Participants or use the Select Participants feature to narrow the selection by participant status.

Plan and Participant Transaction Detail Reports

  • To obtain the Plan Transaction Detail Report, from My Dashboard, click View Account next to selected plan. To the right of plan number, click Plan Transaction Detail > Request a new Plan Transaction Detail Report.
  • For the Participant Transaction Detail Report, from My Dashboard, click View Account next to the selected plan. At the top right, click Participants > Request a Transaction Detail Report.
America Saves Week 2020

America Saves Week 2020

Learn about this annual opportunity to encourage employees to save and resources to help participants save for retirement.
Mark Your Calendar

Mark Your Calendar

Feb. 24-29, 2020

America Saves Week
This is an annual opportunity for organizations to promote good savings behavior among their employees. Visit www.icmarc.org/americasaves to see some of the resources we are highlighting during the week.

March 8-11, 2020

National League of Cities (NLC)
Congressional City Conference
Washington, D.C.

March 15, 2020

ICMA-RC Memorial Scholarship Fund Applications Being Accepted
Scholarship applications are accepted until March 15. For the application and details about the scholarship fund, please visit www.icmarc.org/scholarship.

April 10, 2020

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

April 15-19, 2020

National Forum for Black Public Administrators
(NFBPA)

NFBPA Forum 2020
Austin, TX

May 3-9, 2020

Public Service Recognition Week
This is an annual effort to honor those who serve our nation as government employees. Visit www.publicservicerecognitionweek.org for details.

May 10-16, 2020

National Police Week
Washington, D.C.
During this week, tens of thousands of law enforcement officers from around the world will converge on Washington, D.C., to participate in planned events, honoring those who have paid the ultimate sacrifice. Visit https://policeweek.org for details.

May 17-20, 2020

Government Finance Officers Association (GFOA)
114th Annual Conference
New Orleans, LA