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

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

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 migration. We’ll share specific dates as we get closer.

Ahead of migration, 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 migration 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 migration.

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

Your plan migration 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 migration 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.