Participant Data Management

Participant Data Management

Employee Data

123456
ABC Company, Inc.

This report is based on sponsor-provided data as of MM/DD/YYYY.

Name SSN Current Pre-Tax Contribution Rate Pre-Tax Contribution Rate AFTER Increase Roth Contribution Rate Participant's Savings Plan HCE Next Increase Date
Sample Employee 555555555 22% 24% 0% Increase contribution by 2% every year to the maximum allowed No 01/01/2021

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For definitions of these fields, please review the Participant Data Management Guide by selecting the PDM Help option from the menu above.

Questions? Call 800.378.8356 or e-mail  PDMHelp@standard.com for assistance.

The Standard is the marketing name for StanCorp Financial Group, Inc. and its subsidiaries. StanCorp Equities, Inc., member FINRA, wholesales a group annuity contract issued by Standard Insurance Company and a mutual fund trust platform for retirement plans. Standard Retirement Services, Inc. provides financial recordkeeping and plan administrative services. Investment advisory services are provided by StanCorp Investment Advisers, Inc., a registered investment advisor. StanCorp Equities, Inc., Standard Insurance Company, Standard Retirement Services, Inc. and StanCorp Investment Advisers, Inc. are subsidiaries of StanCorp Financial Group, Inc. and all are Oregon corporations.