To-Do List

Task startTask dueTask
Reference #
ParticipantChecked outAction
03/18/202403/18/2025File Form 5500
Ref #5E0BCSE60FF6
Login, Franklin
03/18/202503/21/2025Review and Approve Form 8955 SSA
Ref #0348EM4D8052
Login, Franklin
03/18/202503/21/2025Deliver Eligibility Notices
Ref #4PLADY76AA85
Login, Franklin
01/18/202503/25/2025Plan Sponsor Review/Sign Retirement Plan Documents
Ref #DA0A2NEABE60
Login, Franklin
03/18/202504/18/2025Annual Security Access Review
Ref #D2CC5D03AME6
Login, Franklin
02/18/202506/18/2025Approve Contribution and/or Loan Submission
Ref #A6BA44651BR7
Login, Franklin