A smooth journey ahead

You can expect a smooth migration with minimal action required. Refer to this site—which will be periodically updated as we get closer to November—to view your timeline, as well as additional resources and support along the way.

Take a look at what's coming

July

Stay informed

Last year, we introduced you to Ascensus and shared some initial information about your plan’s migration. Now that your migration is set for November, we’re excited to begin sharing more information with you as we move ahead.

Be sure to visit the Resources and FAQs pages for previews of what’s ahead for payroll, participants, and additional information to help you run your plan with ease post-migration.

August - September

Watch for important details

Before your plan moves to Ascensus, you’ll be informed of certain deadlines by which you can submit contribution files, distribution and loan requests, and other transactions prior to migration. We’ll share specific dates as we get closer.

October

Setting up for success

Ahead of migration, we’ll email you all the details you need to access your new plan website and continue managing your plan.

Week of November 18: Complete migration

Your plan will automatically and securely migrate to the Ascensus recordkeeping platform. We’ll let you know as soon as your plan’s migration is complete.