Plan Sponsor Resources

JPC Website Activities

• Plan Sponsor First Time Log In Instructions
• Resetting your Sponsor Password Online
• How Do I Add A New Employee?
• How do I Provide Approval For An Online Distribution or Loan Request?
• Understanding and Utilizing Transaction History on the Sponsor website to view Contributions, Distributions, Fees and More.

Payroll Processing

• Best Practices for Payroll Uploads
• My Payroll Contribution Totals are Incorrect on My Payroll Upload. How Do I Delete My Payroll and Start Over?
• How do I Print a Contribution Rate Change Report?

Form & Reports

• Creating Custom Reports via your Plan Sponsor website.
• Avoid Overcontributions – Monitor Participant YTD Contribution Totals.
• How to Utilize Your Plan Resource Guide

Charles Schwab Trust Bank

• How do I review and approve a disbursement on Schwab Retirement Center?
• How do I view my Plans Contribution History?
• How do I reset my password on Schwab Retirement Center?

Compliance

• Form 5500 - Basics, Deadlines, and Filing
• Summary Annual Report - Overview, and Distribution
• What is Form 8955-SSA and what is its purpose?
• True-Up Matching Contributions
• My Plan is Top-heavy, now what?
• What to Expect When Expecting an Annual Plan Audit

SECURE Act

• Under the SECURE Act, Who Will Be Classified as a Long-term Part-time Employee (LTPT)?