Employer Bulletin: Your Plan Administration Resource

Plan Administration Highlights

Plan Administration Highlights

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

As a reminder, if your plan elects to make the Coronavirus Aid, Relief, and Economic Security (CARES) Act provisions available, the agreement must be completed and signed by the authorized signer(s) listed in our systems (either the primary contact/plan coordinator).

Did you know you can now track who has requested a Coronavirus-Related Distribution (CRD)? You can do so by running the Distributions by Type report after logging into EZLink:

  • Navigate to the Reports menu, Participant Reports, then Disbursement Reports.
  • Select the Disbursement by Type report.
  • You can run a listing of all disbursement types or by selecting CARES Act (Tax Relief); from the Types drop-down menu, you can then review and download a listing of just CRDs processed on your plan.

Also, you can now find the CARES Act Loan Suspension Form after logging into EZLink:

  • Go to Forms and Publications on the EZLink homepage.
  • Then, select View/Request Brochures. The form is available by email under the Roll/Disburse link.
  • Browse through the View/Request Brochures page to locate many other ICMA-RC forms.  

Important Reminders:

  • Plan Sponsor Authorization/Signature for loan suspensions is only required for loans if the plan sponsor has elected employer signature required.
  • Plan Sponsor Authorization/Signature for loan suspensions is not required if the plan sponsor has elected to not require employer signature but will be sent to the Plan Sponsor for acknowledgement.   
Staying Connected with Participants
Virtual Education:

Staying Connected with Participants

The social distancing brought on by COVID-19 has not changed our wide-ranging availability to meet with participants. We are here and continue to help participants with their retirement savings needs through virtual access to our representatives and resources.
Frequently Asked Questions
Two-Factor Authentication:

Frequently Asked Questions

Additional security measures were recently applied to EZLink and Account Access. Based on some of your feedback, we have developed answers to frequently asked questions.
Keeping EZLink Accounts Active
EZLink Tip of the Month:

Keeping EZLink Accounts Active

Stay active in EZLink to keep up with plan administration, features, and updates, and to prevent your account from becoming deactivated.
Mark Your Calendar

Mark Your Calendar

Plan ahead for the holidays and events listed below, and be sure to visit the website of the sponsoring organizations for details and up-to-date information on the events.

July 4, 2020
(Observed Fri., July 3, 2020)

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

July 29, 2020

ICMA-RC Paperless Enrollment Webinar
From faster, more accurate processing to reduced risk to employees’ personal information, get to know the power of going paperless. Register today. Check out and bookmark our EZLink Educational Webinar Series page for updates.

Aug. 8-12, 2020

National Association of State Retirement Administrators (NASRA)
Annual Conference (Virtual)

Sept. 7, 2020

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. 23-26, 2020

International City/County Management Association (ICMA)
Unite: A Digital Event (Virtual)

Oct. 4-7, 2020

National Association of Government Defined Contribution Administrators (NAGDCA)
Annual Conference (Virtual)
Seattle, WA

Oct. 8-12, 2020

National Forum for Black Public Administrators (NFBPA)
A Construct for Change Forum 2020
Austin, TX

Oct. 18-24, 2020

National Retirement Security Week
An annual national effort to encourage Americans to save for retirement. Watch for more about ICMA-RC’s campaign to encourage public sector employees to save.

Nov. 18-21, 2020National League of Cities (NLC)
City Summit
Tampa, FL