Employer Bulletin: Your plan administration resource

Plan Administration Highlights

Plan Administration Highlights

Below are tips and reminders to help you 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.

Reminder About Traditional Print Enrollment Kits

As we move toward the paperless enrollment experience, effective Dec. 11, 2020, traditional print enrollment kits will no longer be available to order via EZLink. For your reference, we are transitioning to an online enrollment kit that will include a generic Express Form and is available for download by navigating to the Forms & Publications menu, click the View/Request Brochures button, and then select the form under the Enroll/Change category.

Census Data Available in EZLink

  • 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 Accountnext 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 Participantsor use the Select Participants feature to narrow the selection by participant status.
  • To update a participant’s information, from the top of the screen, click Participants > Participant Administration, then search for the participant and select the applicable option.
Plan Overview
EZLink Tip of the Month:

Plan Overview

Check out this tip for viewing all of your plans’ information.
Mark Your Calendar

Mark Your Calendar

Nov. 18-20, 2020

National League of Cities (NLC)
City Summit (Virtual)

Nov. 26, 2020

Thanksgiving Day
ICMA-RC and the New York Stock Exchange are closed. No transactions, financial or non-financial, will occur on this day. In addition, the New York Stock Exchange will close at 1:00 p.m. on Friday, Nov. 27, 2020. See details.*

Dec. 25, 2020

Christmas Day
ICMA-RC and the New York Stock Exchange are closed. No transactions, financial or non-financial, will occur on this day. In addition, the New York Stock Exchange will close at 1:00 p.m. on Friday, Dec. 24, 2020. See details.*

Jan. 1, 2021

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

Jan. 18, 2021

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

Feb. 15, 2021

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

Feb. 22-26, 2021

America Saves Week
This is an annual opportunity for organizations to promote good savings behavior among their employees. Visit www.americasavesweek.org for more information.