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In the Enrollment Center you'll find the tools you need to help newly eligible employees start participating in your company's retirement plan1:
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Print the Participant Education Booklet (English) (PDF, 1112k).
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| Step 2: |
Print the Ready, set, GO! Guide (English) (PDF, 287k) to assist your employees with the electronic enrollment2 process.
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| Step 3: |
If your plan provides for section 404(c) protection for plan fiduciaries against investment claims, print the Section 404(c) Notice (English) (PDF, 26k). To ensure 404(c) protection you will need to complete contact information (a contact person, company name, contact phone number and complete address) as provided for in the final paragraph of this document.
If your plan is intended to provide 404(c)(5) compliance, print the Section 404(c)(5) Notice (English) (PDF, 13k).
Frequently asked questions for 401(k) (PDF, 514k), 403(b) (PDF, 516k) and 457 (PDF, 790k) documents are available for your reference and use.
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| Step 4: |
Log into your secure eSponsor® account at www.eSponsor.aul.com to print the investment option summaries and performance information for your plan.
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| Step 5: |
Provide your newly eligible employees with the above documents and a copy of your Summary Plan Description3 (SPD), which contains information on provisions specific to your plan.
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- If you need assistance, call your plan services consultant at 1-800-261-9618.
- If your plan does not currently allow for electronic enrollment, please contact your plan services consultant to activate this service. In the event that electronic enrollment is not allowed on your plan, please contact your Regional Sales Office for paper enrollment forms.
- Your SPD can be found in your AUL "Important Plan Documents" binder or under the Documents tab in your secure eSponsor® account at www.eSponsor.aul.com.
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