Take a look at what's ahead
January
Cetera shared initial information about your plan’s enhancement.
July
With your enhancements set for October, we’ll start to share more information.
In early July, be on the lookout for emails that include your new Cetera Retire Service Agreement, custodial agreement and plan document which you’ll need to sign.
August-September
You'll be informed of dates for new submission procedures for contribution files, distribution and loan requests, and other transactions. We'll share those dates as we get closer.
A participant dedicated resource hub launched to help both you and your employees understand any actions they may need to take to prepare for their plan’s enhancement. Participant communications will also begin during this timeframe.
October
Ahead of the go live date, we’ll email you all the details you need to access your new plan website and continue managing your plan.
October 14: Last day for payroll contribution processing prior to migration
Oct. 14 before 1 p.m. ET is the last time to submit and fund a payroll on the Avantax Retirement Plan Services (RPS) platform. Any payrolls submitted after that date will need to be submitted once the plan has moved to the new Cetera Retire platform.
October 15: Access to Avantax RPS website removed
Oct. 15 at 2 p.m. ET you will no longer have access to the Avantax RPS website.
Week of October 19: Completing program enhancements
Your plan has moved to the Cetera Retire Program. We'll let you know when your plan is live and can be accessed.