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

As we get closer to the transition, keep an eye out for ongoing updates including the launch of a participant transition webpage and a new Resources page to help you run your plan with ease after your plan has moved.

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

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

This is the last day to submit and fund a payroll for a payroll date on or before November 12, 2024.

If funding via ACH pull, files must be received by 1:30 p.m. ET. Payrolls with a payroll date after November 12, 2024, should not be entered until after the transition is complete the week of November 18.

This is the last day for plan sponsors to approve online distribution or loan requests (as applicable) until after transition.

All transaction activity and account updates, including exchanges, will be suspended beginning at market close (generally 4:00 p.m. ET).

Your plan transition will begin and continue into the weekend.

We anticipate the blackout period to end and trading activity and account updates to resume during the week of November 18, 2024. Once your plan's transition is complete, we'll notify you, and your plan website will be re-launched. You'll log in through a new URL, but your login credentials will remain the same.