Employer Bulletin: Your Plan Administration Resource

Plan Administration Highlights

Plan Administration Highlights

Check out the following tip to help you with plan administration within EZLink.

Updating and Adding Plan Contacts, EZLink Users

With the COVID-19 pandemic and many employees currently working from home, your organization may have experienced changes to everyday roles and duties. It is a best practice to ensure all EZLink users have the access needed to fulfill their duties and have been added as a verified plan contact. Here's how you can view, verify, and update contacts after logging into EZLink:

View/update your current plan contacts:

  • Select the plan you would like to view.
  • Once on the plan’s overview page, scroll to the very bottom and select View All Contacts. (It is a best practice to update the plan’s contact before their role or employment status changes.)
  • Click the “+” to view details of each contact. If you wish to make updates, select Update and/or Add Plan Contact to make any changes.

View your EZLink users:

  • Hover over Reports listed on the EZLink header; then select EZLink Users.

Update EZLink access using the EZLink Access Form:

  • Go to Forms and Publications (shown at the very top of the EZLink page).
  • Select the Download Forms tab.
One-Time Passcode for EZLink Login
EZLink Tip of the Month:

One-Time Passcode for EZLink Login

See these tips regarding the recent addition to our security measures for EZLink and employment resources available to your employees.
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.

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, 2020

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

Sept. 23-26, 2020

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

October

National Retirement Security Month (NRSM)
An annual national effort to encourage Americans to save for retirement.

Oct. 8-12, 2020

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

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