Resources to make your migration easier

• Participant Migration Webpage
  Share this dedicated migration webpage link with your participants.
• Sample Message to Participants
  Tell participants about their migration webpage with a pre-drafted message you can copy and paste.
• Participant Hard Copy Mailing
  In September, we mailed a hard copy of the details of their plan’s migration. That mailing also included the Blackout Notice and Fractional Deferral and Investment Flyer. 
• Blackout Notice Flyer
• Fractional Deferral and Investments Flyer
• Mark Your Calendar Flyer
  Remind participants about your plan’s move, enhancements, and the resources available on their migration webpage.
• Participant Checklist
  This checklist provides some key guidelines to help your employees navigate the new recordkeeping platform. It includes essentials steps for accessing and managing their accounts, updating investment elections, beneficiary information, and utilizing the READYSAVE^® mobile app.

• Plan Reference Sheet
  Includes your new Cetera Retire plan and employee website address, wire and check deposit instructions, and updated service contact information. Important: This information should be used only after your plan has moved to the Cetera Retire platform.
• Your retirement plan migration experience
  Use this guide to see what comes next during your migration journey. Find useful tips on payroll, plan administration, and employer and employee web experiences.

• Payroll Vendor List
• Payroll Instructions: Manual Entry
• Payroll Instructions: Upload File
• Download Payroll Contribution File
• Payroll Webinar Demo: Q&A

Get a sneak peek at your post-migration Employee Experience, READYSAVE Experience and Employer Experience using this interactive demo tool.

Replay the recording of the Payroll Webinar Demo to learn more about how to fill in the contributions file template, how to upload the contribution files template or how to manually enter your information.

Don't miss an update. Review the communications below to stay informed.

Please note, you may have received additional information specific to your plan that is not shown in the samples below. Each link indicates the date the email was sent so you can easily locate it in your inbox and review any plan-specific messages, as applicable.

PLAN SPONSOR

July 7: Documents and Agreements Information
September 15: Migration Update
September 29: Payroll and Blackout Deadlines
October 13: Migration Week Communication