Plan Administrators - Forms and Publications

Form	What is this for?
403(b) Smart Account - English Version 5/26/2010	To start or increase your savings with a 403(b) Smart Account (Use our calculator to determine your contribution limits)
403(b) Smart Account - Spanish Version 4/16/2010	Para iniciar o hacer crecer sus ahorros con un 403(b) Smart Account (utilice nuestra calculadora para determiner sus límites de contribución)
ACH Debit Application 12/21/2006	Instead of sending a check, this form will authorize the Fund to collect your employee contributions from your YMCA's bank account.
Application to Participate 7/19/2010	To enroll an eligible employee in the Retirement Plan. Please note: this application should be kept on file at your YMCA. Employees should be enrolled through YERDI.
Designation of Beneficiary – for current YMCA Employees 7/6/2010	For current YMCA employees only, to name designated beneficiaries in the event of your death
Designation of Beneficiary – for former YMCA Employees 7/12/2010	For former YMCA employees, to name designated beneficiaries in the event of your death.
Designation of Beneficiary — Spanish Version, para los actuales empleados de la YMCA 7/21/2010	Para los actuales emlpeados de la YMCA, para nombrar sus beneficiarios en caso de su fallecimiento.
Designation of Beneficiary – Spanish Version, para los antiguos empleados de la YMCA 6/25/2010	Para los antiguos emlpeados de la YMCA, para nombrar sus beneficiarios en caso de su fallecimiento.
Designation of Beneficiary for the Retired Death Benefit 6/18/2010	To name designated beneficiaries for the Retired Death Benefit.
Non-Discrimination Coverage Testing; Form 7/21/2010	A mandatory, annual IRS form to be printed, completed, and mailed to the Fund.
Non-Discrimination Coverage Testing; Instructions for YERDI Users 7/21/2010	Instructions and frequently asked questions relating to Non-Discrimination Coverage Testing. For YERDI users.
Request for Forms and Publications 6/9/2010	To order multiple copies of YMCA Retirement Fund forms and publications.
Revocation of Waiver 3/31/2010	To revoke a waiver of participation in the Retirement Plan.
Rollover to the Tax-Deferred Savings Plan 2/12/2010	Use this form to instruct your former employer's plan administrator or IRA custodian to issue a check to roll over your account(s) to the Tax-Deferred Savings Plan.
Waiver of Participation 3/31/2010	To be used to waive participation in the Retirement Plan if an employee is hired for the first time at age 60 or older by a YMCA that requires employee contributions to the Retirement Plan.
YERDI Contact Information 5/7/2010	To be completed by your CEO to change or add contact information for YERDI Access.

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For a Withdrawal Form, go to Your Accounts.

Publications

  2010 Transmittal Calendar for YMCAs  12/16/2009
12-month calendar of 2010 contribution transmittal deadlines.

  403(b) Savings for All: Universal Availability  6/18/2010
IRS regulations require that all employees (regardless of the number of hours that they work) be notified of the opportunity to save tax deferred. Be sure your YMCA is in compliance.

  403(b) Smart Account Paycheck Stuffer (B&W)  7/2/2009
On your next payday, let all staff know about the Tax-Deferred Savings Plan with this stuffer. Black and white version.

  403(b) Smart Account Paycheck Stuffer (Color)  7/2/2009
On your next payday, let all staff know about the Tax-Deferred Savings Plan with this stuffer. Color version.

  Definition of Compensation  1/9/2008
Effective January 1, 2007 (and later), compensation reported to the YMCA Retirement Fund must follow a revised definition.

  Eligibility Tracking Made Easy for YMCAs  7/15/2009
Who's Where software is the only retirement eligibility solution developed in partnership with the YMCA Retirement Fund. Over 230 YMCAs are using this time-saving tool.

  Enrollment & Eligibility  6/29/2009
Questions and answers about enrollment & eligibility in the Retirement Plan.

  Fund Collection Procedures for Employer Contributions  8/10/2006
Notice to all YMCAs of delinquent employer contribution collection procedures.

  Fund Reports  8/20/2010  
Download Annual and Mid Year Reports, Actuary and Auditor Reports, and Portfolios of Investments.

  Fund Snapshot  8/31/2010  
Background and history of the YMCA Retirement Fund.

  Getting a Loan from Tax-Deferred Savings  4/29/2009
The basics about loans from the Tax-Deferred Savings Plan.

  Glossary: Helpful Definitions  4/28/2010
A partial listing of YMCA Retirement Fund related terms.

  Health Savings Account Endorsement  2/22/2008
The YMCA Retirement Fund endorses HSA Bank® for YMCAs and their staff.

  Multiple Plans: New 403(b) Regulations  7/9/2008
Important information for YMCAs that maintain or sponsor other retirement plans.

  Plan Document: Retirement Plan  5/26/2010
Restated Effective June 30, 2006 (Including Amendments through July 1, 2010)

  Plan Document: Tax-Deferred Savings Plan  5/26/2010
Restated Effective January 1, 2009 (Including Amendments through July 1, 2010)

  Savings for Life Begins Now Poster  6/18/2010
A poster to help YMCAs communicate the importance of saving with the Retirement Fund.

  Summary Plan Description  3/12/2010
This SPD provides a formal explanation of our Retirement Plan. It also offers a brief overview of our Tax-Deferred Savings Plan.

  Tax Status of the YMCA Retirement Fund  1/13/2010
An explanation of the YMCA Retirement Fund's current tax status. This one-page description is what the Fund sends to banks and financial institutions when they request to know the qualified status of the Fund's Plans.

  Timing of Remittance: ERISA Regulations  12/17/2007
This important notice outlines some implications for the timely remittance of employee-withheld contributions as well as employer contributions.

  Who's Where Payroll Implementation Layout  10/31/2007
The specifications of the report that your payroll company will need to create for you to use with the Who’s Where software.

  YERDI Online Manual  7/13/2009
A detailed instruction manual on the YERDI Online application.

  Your Guide to the YMCA Retirement Fund  5/20/2010
An easy-to-understand introduction to the Retirement Plan and Tax-Deferred Savings Plan.


Forms and publications are in PDF format and require Adobe Acrobat software.