Please be aware that only some of the action items below may apply to your retirement plan. Please be attentive to all of our communication so your company may be informed and your plan may remain in compliance with government regulations. Our communication may include information that requires a response by a specific date. Any questions regarding our communication should be directed to Dyatech’s Client Services department at 601.914.0533 ext 400.

  • Provide your payroll/contribution data to your PlanLink provider as soon as each payroll is processed.
  • Provide required Year End Compliance data/forms to Dyatech for timely processing:
    • Provide a complete census to Dyatech.
    • Review Annual Testing provided by Dyatech.
    • Authorize required Refunds/Corrective Distributions and return completed forms to Dyatech for timely processing.
    • Review calculations for missed employer contributions and submit missed employer contributions to your PlanLink provider.
    • Review Form 5500 provided by Dyatech.
    • Authorize Form 5500 and return signed forms to Dyatech for timely processing.
    • Review and Distribute the Participant-Level Fee Disclosure Statement.
    • Distribute Summary Annual Report (SAR) provided by Dyatech to participants.
  • Review Plan/Participant statements from your PlanLink provider for accuracy.
  • Distribute Safe Harbor Notice provided by Dyatech to eligible participants.
  • Review 70 ½ Report on your PlanLink provider website, provide updates as needed, and notify participants that will receive a distribution.
  • Maintain Plan Document compliance by timely amendments required by the government.
  • Inform Dyatech and your PlanLink provider of contact information changes.
  • Review our Glossary of Terms for a brief explanation of retirement plan terminology.