Employer Resources
- How do we know if we have an Employer Participation Agreement (EPA) with the UU Retirement Plan, and how do we make elections and changes?
- What information should we include in our personnel manual about the UU Retirement Plan as an adopting organization?
- What steps should I follow when onboarding any new W2 employee?
- How do I direct my employees to complete their enrollment?
- Why must I enroll all W2 employees 18+ years in the Plan? Some only work a few hours a week.
- How is Compensation defined in the Plan?
- How is an Hour of Service defined in the Plan?
- How do we know how much to remit for employer contributions? Will we be invoiced?
- When are contributions due?
- What are Matching Contributions?
- What is Auto-Enrollment and how is it done?
- How do we report retirement plan contributions on an employee W2?
- What are some of the most common operational errors when administering the Retirement Plan?
- How do we avoid and correct errors?
- How do we terminate an employee's participation in the Plan?
- Where can I find the Department of Labor (DOL) Lost Earnings Calculator?
- How do we determine what contributions are owed for a deceased employee?