Use the forms below to log your annual Universal Availability requirement.

For audit purposes, we ask our Plan Sponsors to complete the following checklist to let us know which notification method(s) was used to notify your employees.

ADMIN’s team will keep record of these annual notices on behalf of our clients.

Employer Information

Employer Name

Plan Name (Only 403(b) plans are required to submit this checklist.)

Your Name

Your Email

Notification Information

What date was the notification distributed?