Empower/MetLife

OTHER SERVICES & DOCUMENTS

Procedure Name	Procedure	Forms/Letters Worksheets/Demos &Other Important Documents
Compliance
Audit Package Procedures
Compliance Services Timeline
Compliance Services Only Election
Marketing & Web Demonstrations
Web Demonstrations
Participant Web Demo
MetLife Plan Service Center (PSC) and PartnerLink (PL) Web Demo
Marketing Materials
Age-Based Default Fund Logic
Payroll Bridge Getting Started Guide
Payroll Bridge Introduction
Plan Implementation
MFSP Implementation WorkSheet
MFSP Implementation WorkSheet - Addendum Package
Variable Annuity Implementation WorkSheet
Variable Annuity Implementation WorkSheet - Addendum Package
Common Remitter Implementation WorkSheet
Plan Services
Account Correction Forms
When To Use Account Resolution Forms
Account Correction Form
Distribution of Unclaimed Property Form
Reinstate Participants Account Previously Distributed
Calculate Lost Earnings On Delinquent Remittance
Correct Participant SSN
Correct Remittance Money Type
Correct Vesting Percentage For Participant Who Has Taken A Full Withdrawal
Duplicate or Incorrect Contribution Correction
Participant Loan Conversion Correction
Reconcile Participant Loan Records Between Service Provider Plan Sponsor
Deconversions
Deconversion Procedures
Deconversion Sample Timeline
Deconversion Checklist
Plan Termination Checklist
Distributions
Check Reissue Procedures
Corrective Distribution Request Form
General Distribution Processing Procedures
Hardship Distribution Procedures
Request Duplicate Tax Forms Procedures
Required Minimum Distribution Procedures
Return Check Procedures
Fee Processing
Recoveries and Billing Procedures
Third Party Fee Procedures
Forfeitures
Forfeiture and Unallocated Plan Asset Accounts
Forfeitures by Subset Procedures
Common Remitter Forfeiture Offset Request Form
Loans
General Loan Processing Procedures
Loan File Feed Procedures
Loan File Feed Training Powerpoint
MetLife Banking/Contribution Processing Documentation
Payroll Remittance Options Overview
Cash Processing Procedures
Employer Match Contribution Procedures
General Contribution Processing Procedures
Guided Payroll Processing
Incoming Rollover Procedures
Lockbox Procedures
MetLife Cash Suspense Procedures
Military Contribution (USERRA) Procedures
Military Contribution (USERRA) Checklist
Military Contribution (USERRA) Election Checklist
Military Contribution (USERRA) Eligible Retirement Benefits Summary
Negative Contribution Procedures
Online/Auto Enroll FASCore Procedure Documentation
Online/Auto Enroll Set-up Document
Online Enroll/Auto Enroll Presentation
Auto Enroll Guide for Plan Sponsors
Payroll Bridge Getting Started Guide
Payroll Bridge Introduction
Payroll Bridge PDI File Layout
Payroll Bridge Procedures
Payroll Bridge Vendor Network
Participant Maintenance
Address Update Procedures
Personal Identification Number (PIN) Generation Procedure
Sample PIN Enrollment Letter (Online)
Sample PIN Reminder Letter
Sample PIN Reminder Letter (with Loans)
Sample PIN Temporary PIN Letter
Sample PIN Welcome Letter
Participant/Plan Support Services
Company Logo on PSC Procedures
Contact Points Workflow
Electronic File Cabinet Procedures
Participant WEB VRU Message Option Procedures
Request Duplicate Statement or Plan Summary Procedures
Request Participant Labels Procedures
Plan Maintenance
Authorization to Add/Change Triple Solutions Program
Authorization to Complete a Plan Document Change - Plan Amendment
Bipartisan Budget Act Hardship Plan Election Form
Change in ACH Procedures
Change in Agent Assignments
Change in Authorized Signors
Change in Plan Contact/File Feed Recipient
Change in Loan Contact by Division/Payroll Center Request Form
Participant Statements - Narrative Request Form
Participant Statements - Stuffer Request Form
Participant Statements - Stuffers, Narratives & Logos
Participant Statements - Calculation of Individual Rate of Return
PDI Client Messages
PDI Field Analysis
PDI File Layout - CSV
PDI File Layout - Fixed
PDI Support Procedures
Administrative Change Request Form - existing plans
Reporting
Authorization to Add/Delete Plan Summary Recipients Request Form
Authorization to Establish/Update Online Plan Summary Recipients Request Form
Plan Summary Reporting Procedures
PSC/PL Reports
Sample Welcome Letter
Trading and Fund Documentation
Establishing or Changing Default Funds Procedures
Fund Change
Fund Change Procedures
Market Timing Procedures - Fixed and Funds
Market Timing Procedures - Variable Annuity
Transfer & Allocation by Money Type Procedures
Client Services
PartnerLink (PL)
Partnerlink Authorized Approvers
PartnerLink User Access Request (MetLife Employees only)
PartnerLink User Authorization Request Form for Brokers/Advisors Only
PartnerLink User Access Request (TPAs only)
Plan Service Center (PSC)
Guided Payroll Processing
PDI Client Messages
PDI Field Analysis
PDI File Layout - CSV
PDI File Layout - Fixed
PDI Support Procedures
PSC User Authorization Request Form (Plan Employees only)
PSC User Authorization Request Compliance Services ONLY
To Do List Powerpoint Presentation
To Do List Procedures
To Do List - Signature Authorization Form

We welcome your feedback regarding the use and content of this tab. Please email your feedback to [email protected].