A smooth journey ahead

You can expect a smooth transition with minimal action required. Refer to this site—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 transition. Now that your move is set for November, we’re excited to begin sharing more information with you.

August - September

Ongoing updates, resources, and support

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.

October

Setting up for success

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

November

November 12: Last day for payroll contribution processing prior to transition

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.

November 12: Last day to approve online distributions

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

November 13: Blackout period for all transactions begins

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

November 15: Begin transition

Your plan transition will begin and continue into the weekend.

Week of November 18: Complete transition

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.

Your plan transition - Learn more

Learn more about what you can expect when your plan moves to Ascensus in this 15-minute overview video that provides more details about your plan and participant web experiences-a lot of which will look familiar. plus some new features and functionality.