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Bookmark this page for the tools you'll need to provide to newly-eligible employees to help them start participating in your company's retirement plan1:
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Step 1: |
Print the Enrollment Overview to help employees understand the importance of saving for retirement . |
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Step 2: |
Print the Enrollment Options Flyer to help employees with the electronic enrollment2 process. |
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Step 3: |
If your plan provides for section 404(c) protection for plan fiduciaries against investment claims, print the Section 404(c) Notice.
To ensure 404(c) protection, you will need to provide contact information (a contact person, company name, contact phone number and complete address) as indicated in the final paragraph of this document.
If your plan is intended to provide 404(c)(5) compliance, print the Section 404(c)(5) Notice.
Refer to the Questions and Answers documents for 401(k), 403(b), and 457 plans (Governmental or Tax-Exempt) for additional information. |
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Step 4: |
Investment option summaries and performance information for your plan are available to newly-eligible participants when they enroll via Account Services.
Alternatively, you may log into eSponsor® and print these items for your newly-eligible participants. |
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Step 5: |
Print your Summary Plan Description (SPD), which contains information on provisions specific to your plan.
Your SPD was provided in your AUL "Important Plan Documents" binder, and can also be accessed via eSponsor®. |
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Step 6: |
Provide newly-eligible employees with the documents listed above. |
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For more assistance, call your Plan Services Consultant (PSC) at 1-800-261-9618.
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If your plan does not currently allow for electronic enrollment, contact your Plan Services Consultant to activate this service. In the event that electronic enrollment is not allowed on your plan, contact your Regional Sales Office for paper enrollment forms.
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