Plan administration & reports

Access to Plan Administration and Envoy Guides

Plan Administration

Plan Document Requirements
Determining Eligibility
Fidelity Bond (ERISA only)
Funding Requirements

Filings/End of Plan Year Requirements:
Required Plan Testing (ERISA only)

Reporting:
Available Reports

Contributions:
Instructions

Envoy Guides

Guides for Church Plans:
Plan Administrator's Guide
Oversight Committee Guide
Oversight Guide

Guides for ERISA Plans:
Plan Administrator's Guide
Oversight Committee Guide
Oversight Guide

Guides for Denomination Plans:
Plan Representative's Guide