ADP

Simplified Eligibility and Enrollment Process

Recently, ADP rolled out new functionality designed to make your plan's eligibility and enrollment process easier to manage. Among the enhancements were:

  • Earlier enrollment access for employees with Welcome Letters now being sent 35 days before their eligibility date.1
  • A new eligibility screen on the plan sponsor web site that provides greater visibility and tracking of current and past eligible employees.
  • Streamlined process for eligibility reporting. Now, the "salary deferral eligibility date" you confirm online for your employees will automatically be used for your year-end compliance testing and IRS/DOL reporting forms.
  • The ability to enter the Exclusion Code in payroll immediately upon employment, for Plans that include Employee Class Exclusions.2

Click the appropriate link below to preview the eligibility and enrollment enhancements.


1 For certain plans, the exact timing of the Welcome Letters may vary.

2 If your plan provides for a per payroll non-elective contribution (NEC), eligibility codes must continue to be entered
   via payroll.


Articles by Topic:

Financial Wellness
Beneficiary Information Online
Participant Web Site
Simplified Eligibility and Enrollment Process
Additional Mobile Functionality

 

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The information contained herein is intended as general information only, and nothing in these materials is intended to be, nor should be construed as, advice or a recommendation for a particular situation, individual or plan. ADP, LLC and its affiliates (ADP) do not endorse or recommend specific investment companies or products, financial advisors or service providers; engage or compensate any financial advisors for the provision of advice to plans or participants; offer financial, investment, tax or legal advice or management services; or serve in a fiduciary capacity with respect to retirement plans. Please consult with your own advisors for such advice.

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