Connect²Maintain^SM - A New Standard in Recordkeeping

Managing a 403(b) or 457(b) plan and staying on top of the latest IRS and DOL rules and regulations is challenging. When you Connect²Maintain^SM, you eliminate those challenges and gain access to services tailored to fit your specific plan maintenance needs including:

• Plan documents and amendments as required by regulations, changes in law, or design changes you have made to your plan
• Investment provider agreements coordinated with approved and, as needed, deselected providers 
• Extensive participant outreach, including plan participant mailings that meet universal availability “meaningful notice” requirements
• Online participant services for enrollment, 403(b) and 457(b) contribution rate changes, loan initiation requests, etc.
• A personalized plan website to manage plan activity and support participants within the plan
• On-demand ad hoc reports and ERISA-required plan reporting
• All necessary administrative forms
• A secure record-keeping repository
• Nondiscrimination testing and eligibility calculations

Complete step-by-step support during the Connect²Maintain^SM set-up process, and ongoing, personal support thereafter.

Connect²Comply^SM - A New Standard in Compliance Monitoring

Keeping a 403(b) or 457(b) plan in compliance requires constant supervision of plan transactions and a thorough understanding of the ever-changing regulatory environment. When you Connect²Comply^SM your plan is continually monitored to ensure that it is in compliance with IRS and DOL regulations.

Connect²Comply^SM monitors:

• Annual contribution limits, including catch-up provisions
• In-service loans and withdrawal amounts
• Contract exchanges, plan-to-plan transfers, and rollovers
• Qualified Domestic Relations Orders (QDROs)
• Required minimum distributions
• Hardship withdrawals and unforeseen financial emergency withdrawals
• Contribution restrictions due to hardship withdrawals

Connect²Comply^SM also offers several online tools that support:

• Electronic requests and authorizations for your participants
• A customizable and nearly paperless compliance monitoring process
• A customizable web interface that lets your employees track their accounts

When you Connect²Comply^SM, PlanConnect^® will provide the resources and support you need if your plan is audited by the IRS.

Connect²Remit^SM - A New Standard in Common Remitter Services

Managing and ensuring the correct processing of employee contributions is an absolutely essential requirement of any retirement savings plan. When you Connect²Remit^SM, you have access to the best systems and practices for seamless processing. Connect²Remit^SM and your participants’ contributions to their 403(b) and 457(b) accounts will be quickly and accurately processed, and securely distributed to the appropriate provider, regardless of how many providers you have under your plan.

Connect²Remit^SM offers:

• Online salary reduction agreement processing
• Customizable electronic plan sponsor contribution confirmation notices
• Easy payroll file processing
• Online payroll data validation tool
• Support for multiple file formats
• Historical payroll file repository

Complete step-by-step support during the Connect²Remit^SM setup process and ongoing, personal support thereafter.