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Pension Other Resources
Click To Collapse.   2020 Documents
11/23/20Flexible Discretionary Match Seminar New!File
11/20/20Retro SH 401(k) Amendment v1.0 New!Get Microsoft Word Viewer
11/20/20SECURE Act Termination Certifying resolution New!Get Microsoft Word Viewer
11/20/20SECURE Act Termination Amendment Instructions v 2.0 New!Get Microsoft Word Viewer
11/20/20SECURE Act Termination Amendment v2.0 New!Get Microsoft Word Viewer
11/18/20Retro SH 401(k) Instructions v1.0 New!Get Microsoft Word Viewer
11/18/20PEP Amendment 1.0 New!Get Microsoft Word Viewer
11/18/20PEP Instructions 1.0 New!Get Microsoft Word Viewer
11/18/20Retro K Certificate New!Get Microsoft Word Viewer
11/18/20BAMA 59.5 Instructions v 1.0 New!Get Microsoft Word Viewer
11/18/20CARES Act Amendment Document Provider v1.1 New!Get Microsoft Word Viewer
10/29/20Cycle 3 Restatements Q A_final 2020Get Microsoft Word Viewer
10/27/20CARES Employer Amendment Instructions 10272020Get 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
09/22/20CARES Employer Amendment Instructions 06262020Get 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
07/20/20CARES Act Amendment EmployerGet 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
05/07/20CARES Document Provider Amendment InstructionsGet 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
04/09/20SECURE Termination Amendment Communication 2020Get 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

Click To Expand.   2009 Documents

Click To Expand.   2008 Documents

Click To Expand.   2007 Documents

Click To Expand.   2006 Documents

Click To Expand.   2005 Documents

Click To Expand.   2004 Documents

Click To Expand.   2003 Documents

Click To Expand.   2002 Documents

Click To Expand.   2001 Documents

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