If you are ever unable to emulate a participant or open the transaction approval screen for a plan in MPC, it is likely that you will need to add yourself a...

Participants will always be fully vested in their own contributions but the employer's contributions will be subject to specific vesting schedules. When...

April will send out an email to Transactions containing a list of incoming rollover checks that have been received at the home office. Since the participant...

Please see attached for NAV escalation process and step by step instructions on determining the status of distributions, loans, or incoming rollovers.

Under Construction Loan Processing Loans are submitted via web request (either entered by a CSR or the participant themselves) on MyPlanConnection or ...

Installments must be set up in plan specs in Relius if not already completed and then separately in the participant's census in Relius. Plan Set up:...

(Under Construction) FreshDesk Ticket Processing Generally, documentation related to termination distribution or in-service distributions, general l...

See attached instructions.

Ready To Trade Procedure for Manager Approval Associate completing the initial distribution review must flag the PC record by selecting "Yes" ...

Ameritas Distribution Request Service Level Agreement • Ameritas has established a 30-business day timeline for processing all distribution requests • ...