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Pension Other Resources
Click To Collapse.   2024 Documents
01/29/24Starter 401(k) Amendment Package v 1.0Get Microsoft Word Viewer
01/29/24SECURE 2.0 Winter 2024 Termination amendment package v 1.0Get Microsoft Word Viewer
01/29/242024 SECURE 2.0 checklist version 1.11Get Microsoft Word Viewer
01/29/24403(b) MEP PEP Amendment Package v 1.0Get Microsoft Word Viewer

Click To Collapse.   2023 Documents
11/06/23SECURE 2.0 UpdateGet Microsoft Word Viewer
11/06/23Long Term Part Time 2024 noticeGet Microsoft Word Viewer
06/14/23Spring 2023 updateGet Microsoft Word Viewer
02/21/23Cafeteria 2023 AmendmentGet Microsoft Word Viewer
01/18/23Winter 2023 update FINALGet Microsoft Word Viewer
01/18/23SECURE Act Interim Provider Amendment.Get Microsoft Word Viewer
01/18/23SECURE Act Interim Employer Amendment Get Microsoft Word Viewer

Click To Collapse.   2022 Documents
10/10/22Fall Update 2022Get Microsoft Word Viewer
08/09/22403(b)(9) SECURE Amendment InstructionsGet Microsoft Word Viewer
08/09/22403(b)(9) SECURE AmendmentGet Microsoft Word Viewer
08/09/22SECURE checkbox SMM 1.0Get Microsoft Word Viewer
05/31/22MEP-PEP AmendmentGet Microsoft Word Viewer
05/31/22MEP-PEP InstructionsGet Microsoft Word Viewer
05/31/22SECURE Act Interim Amendment Employer InstructionsGet Microsoft Word Viewer
05/31/22SECURE Act Interim Amendment Provider InstructionsGet Microsoft Word Viewer
03/24/22Spring Update 2022 v1.0Get Microsoft Word Viewer
02/03/22CARES Document Provider Amendment Instructions v1.3aGet Microsoft Word Viewer
02/03/22CARES Employer Amendment Instructions v 1.3aGet Microsoft Word Viewer
02/03/22Hardship Distribution Coordinating Amendment Mass SubmitterGet Adobe Acrobat Reader
02/03/22SECURE CertificateGet Microsoft Word Viewer

Click To Collapse.   2021 Documents
11/02/21CARES Act Amendment Employer v 1.2Get Microsoft Word Viewer
11/02/21CARES Employer Amendment Instructions v 1.2Get Microsoft Word Viewer
11/01/21CARES Document Provider Amendment Instructions v1.2Get Microsoft Word Viewer
10/19/21CARES Act Amendment Document Provider v 1.2Get Microsoft Word Viewer
09/30/21Deemed IRA Instructions finalGet Microsoft Word Viewer
09/30/21Deemed IRA Summary finalGet Microsoft Word Viewer
09/30/21Deemed IRA v 1.0Get Microsoft Word Viewer
09/30/21Deemed IRA CertificateGet Microsoft Word Viewer
08/23/21PPD Mass Submitter level amendment communication FINALGet Microsoft Word Viewer
08/23/21PPD Mass Submitter Tiebreaker amendment v 1.0 FINALGet Adobe Acrobat Reader
07/22/21Summer 2021 update v1.0Get Microsoft Word Viewer
05/25/21Cafeteria 2021 Version 5.0 BGet Microsoft Word Viewer
04/27/21Amendment Adoption Deadline InformationGet Microsoft Word Viewer
04/27/21DB termination amendment v 1.0Get Microsoft Word Viewer
04/27/21DC termination amendment v 1.0Get Microsoft Word Viewer
02/03/21Disaster (2020) Relief Amendment v 1.0Get Microsoft Word Viewer
02/03/21Disaster Relief Amendment InstructionsGet Microsoft Word Viewer

Click To Collapse.   2020 Documents
12/17/20Allocation Amendment (Corbel) v 1.0Get Microsoft Word Viewer
12/17/20Corbel allocation condition communicationGet Microsoft Word Viewer
12/17/20Flexible Match CommunicationGet Microsoft Word Viewer
12/17/20Technical Consulting December updateGet Microsoft Word Viewer
11/23/20Flexible Discretionary Match SeminarFile
11/20/20Retro SH 401(k) Amendment v1.0Get Microsoft Word Viewer
11/18/20Retro SH 401(k) Instructions v1.0Get Microsoft Word Viewer
11/18/20Retro K CertificateGet Microsoft Word Viewer
11/18/20BAMA 59.5 Instructions v 1.0Get Microsoft Word Viewer
10/29/20Cycle 3 Restatements Q A_final 2020Get Microsoft Word Viewer
09/22/20BAMA 59.5 v 1.0Get Microsoft Word Viewer
09/22/20BAMA CertificateGet Microsoft Word Viewer
09/22/20BAMA SMMGet Microsoft Word Viewer
09/22/20RETRO SH K SMMGet Microsoft Word Viewer
08/25/20402(f) Non Roth Notice no tracked changes 2020Get Microsoft Word Viewer
08/25/20402(f) Non Roth Notice tracked changes 2020Get Microsoft Word Viewer
08/25/20402(f) Roth Notice no tracked changes 2020Get Microsoft Word Viewer
08/25/20402(f) Roth Notice tracked changes 2020Get Microsoft Word Viewer
08/25/20Cycle 3 approval communication FINALGet Microsoft Word Viewer
08/25/20IRS Coronavirus GuidanceGet Microsoft Word Viewer
07/20/20Cafeteria 2020 Amendment FINALGet Microsoft Word Viewer
07/20/20COVID 19 CertificationGet Microsoft Word Viewer
07/20/20COVID-19 Recontribution CertificationGet Microsoft Word Viewer
06/12/20Bulletin Recent Legislation Tech Update Spring 2020Get Microsoft Word Viewer
05/07/20CARES Act NoticeGet Microsoft Word Viewer
05/07/20CARES Distribution Form FINALGet Microsoft Word Viewer
04/09/20CARES Act CommunicationGet Microsoft Word Viewer
04/09/20Disaster Relief Amendment FINALGet Microsoft Word Viewer
04/09/20Disaster Relief Amendment Instructions FINALGet Microsoft Word Viewer
04/09/20Safe Harbor Match Termination Amendment FINALGet Microsoft Word Viewer
04/09/20Safe Harbor Match Termination Notice FINALGet Microsoft Word Viewer
04/09/20Safe Harbor NonElective Termination Amendment FINALGet Microsoft Word Viewer
04/09/20Safe Harbor NonElective Termination Notice FINALGet Microsoft Word Viewer
03/24/20Hardship Distribution Coordinating AmendmentGet Microsoft Word Viewer
02/24/20Hardship Distributions Amendment 403(b) amendment (Employer)Get Microsoft Word Viewer
02/24/20Hardship Distributions Amendment 403(b) amendment (Sponsor)Get Microsoft Word Viewer
02/24/20Hardship Distributions Amendment 401(k) amendment (Sponsor)Get Microsoft Word Viewer
02/24/20Hardship Distributions Amendment 401(k) amendment (Employer)Get Microsoft Word Viewer

Click To Collapse.   2019 Documents
10/28/19Hardship Distributions Amendment 403(b) amendment (Employer)Get Microsoft Word Viewer
10/28/19Hardship Distributions Amendment 403(b) amendment (Sponsor)Get Microsoft Word Viewer
10/28/19Hardship Distributions Amendment 401(k) amendment (Sponsor)Get Microsoft Word Viewer
10/28/19Hardship Distributions Amendment 401(k) amendment (Employer)Get Microsoft Word Viewer
04/16/19Announcement – Cycle 3 Collapsible Adoption AgreementGet Adobe Acrobat Reader
04/16/19Registration Forms – Cycle 3 Collapsible Adoption AgreementGet Microsoft Word Viewer
04/02/19Hardship Certification ChecklistGet Microsoft Word Viewer

Click To Collapse.   2018 Documents
05/22/18Disaster Relief AmendmentGet Microsoft Word Viewer
04/03/18402(f) Roth Notice tracked changesGet Microsoft Word Viewer
04/03/18402(f) Roth Notice no tracked changesGet Microsoft Word Viewer
04/03/18402(f) Non Roth Notice tracked changesGet Microsoft Word Viewer
04/03/18402(f) Non Roth Notice no-tracked changesGet Microsoft Word Viewer
02/27/18Disability Claims Procedures FAQsGet Microsoft Word Viewer
02/22/18Disability Claims Procedure - pre-approved plan sponsor documentsGet Microsoft Word Viewer
02/22/18Disability Claims Procedure - employer documentsGet Microsoft Word Viewer
01/25/18QSHERA NoticesGet Microsoft Word Viewer

Click To Collapse.   2017 Documents
12/18/17Notice 17-44 DB employer bifurcation amendmentGet Microsoft Word Viewer
12/18/17Notice 17-44 DB sponsor bifurcation amendmentGet Microsoft Word Viewer
12/18/17Notice 17-44 DB FIS signed amendmentGet Adobe Acrobat Reader

Click To Collapse.   2016 Documents
12/20/16List of separate trusts approved for use with FIS's PPA DC pre-approved plansGet Microsoft Word Viewer
06/23/16Form 2848, Power of Attorney and Declaration of Representative for IDP formatted Volume Submitter PlansGet Microsoft Word Viewer
06/23/16Form 2848, Power of Attorney and Declaration of Representative for PPA FIS Prototype or Volume Submitter PlansGet Microsoft Word Viewer

Click To Expand.   2014 Documents

Click To Expand.   2013 Documents

Click To Expand.   2012 Documents

Click To Expand.   2011 Documents

Click To Expand.   2010 Documents

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Click To Expand.   2004 Documents

Click To Expand.   2003 Documents

Click To Expand.   2002 Documents

Click To Expand.   2001 Documents

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