Employer Bulletin: Your plan administration resource

Plan Administration Highlights

Plan Administration Highlights

Helping to make your administrative tasks easier is part of our mission to continually better our partnership with you. Below is a reminder to help you within EZLink. If you need assistance, contact our Plan Sponsor Services team. We’ll be glad to help.

Plan and Participant Transaction Detail Reports

  • To obtain the Plan Transaction Detail Report, from My Dashboard, click View Account next to the selected plan. To the right of the plan number, click Plan Transaction Detail, then 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, then Request a Transaction Detail Report.
Mark Your Calendar

Mark Your Calendar

May 31, 2021

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

June 8, 2021

CFP® Webinar: Do You Have a Tailored Financial Plan in Place?
1 p.m. Eastern time
Everyone can benefit from a financial plan tailored to individual needs and circumstances. A financial roadmap can motivate you to save money. Register here.

June 7-9, 2021

National Civic League (NCL) 2021 All-America City Awards
This virtual event's theme is "Building Equitable and Resilient Communities." Visit NCL’s website.

June 10-11, 2021

International City/County Management Association (ICMA) Inaugural Equity Summit, Moving the Needle: Advancing Racial Equity in Local Government
A virtual gathering of diversity, equity, and inclusion officers will give participants the opportunity to create and maintain relationships with like-minded professionals. Visit ICMA’s website.

June 15, 2021

CFP® Webinar: Spend Like There IS a Tomorrow
3 p.m. Eastern time
It’s difficult to save and avoid debt if you spend too much. You need to spend smart, too. Register here.

June 22, 2021

CFP® Webinar: Are Your Investments on Track?
1 p.m. Eastern time
The best investing strategy is a carefully planned and prepared approach to managing and accumulating money. A well-planned strategy can help you meet your short-term, mid-term, and long-term financial goals. Register here.

June 22-25, 2021

National Forum for Black Public Administrators (NFBPA) FORUM 2021
From personalized tracks to accomplished speakers, this virtual conference has something for everyone. Visit NFBPA’s website.

July 4, 2021
(Observed Mon., July 5, 2021)

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 6, 2021

CFP® Webinar: Are You Saving Enough for Your Child's College Education?
1 p.m. Eastern time
There’s no denying the benefits of a college education, especially the ability to compete in today’s competitive job market. That’s why it’s so important to start saving now. Register here.

July 12-23, 2021

Government Finance Officers Association (GFOA) 116th Annual Conference
At this virtual conference, hear from leading practitioners, recognized industry experts, researchers, and your peers on how to effectively prioritize the current needs of your community and prepare for future challenges. To learn more and to register, visit GFOA's website.

July 13, 2021

CFP® Webinar: Will You Have Enough Income in Retirement?
3 p.m. Eastern time
Retirement income planning is the process of understanding how much income you’ll need during your retirement years to support the lifestyle you want and positioning your assets to provide that income. Register here.

July 21, 2021

CFP® Webinar: Will You Have Enough to Retire Comfortably?
4 p.m. Eastern time
Americans are living longer, healthier lives than ever before. In fact, for some of us, retirement will make up a full third of our lives. This makes planning for retirement essential. Register here.

Aug. 4-11, 2021

National Association of State Retirement Administrators (NASRA) 2021 Annual Conference
This conference features leaders in the fields of retirement plan investment and administration covering a variety of subjects including investment management, world events applicable to the pension industry, the economy, human resources, trends, and more. Visit NASRA’s website.

Sept. 6, 2021

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. 13-16, 2021

National Association of Government Defined Contribution Administrators (NAGDCA) Annual Conference
Virtual event with cutting-edge resources, tools, and networking opportunities for plan sponsors and service providers of government-sponsored defined contribution retirement plans. Visit NAGDCA’s website.

Oct. 3-6, 2021

International City/County Management Association (ICMA) 2021 Annual Conference
In-person and virtual event by the leading organization of local government professionals dedicated to creating and sustaining thriving communities throughout the world. Visit ICMA’s website.