Downloads |
On this page you will find downloads of useful documents and forms for Employers. |
For best results, we recommend using Internet Explorer for downloading material from this site. If you prefer to use Mozilla Firefox and experience difficulty in downloading, you may find this resource helpful (Opening PDF files within Firefox). If unsuccessful using either of these methods, please email kristina.dahabura@nad.adventist.org for assistance. |
These are the files for the Administrative Manual for employers to use in administering the Adventist Retirement Plan (defined contribution plan) for employees. Multiple files include chapters and appendices including forms and protocols. ARP ADMINISTRATIVE MANUAL DOWNLOAD PAGE |
 ARP Data Manager and ARP DC Upload
This link takes you to the download site for the ARP Data Manager and the ARP DC Upload programs. Please open this webpage using Internet Explorer. If you already have a current version of the ARP Data Manager please select UPDATE. Please read the instructions below the Update before you install the current version. ARP DATA MANAGER AND ARP DC UPLOAD Date: May, 2010 ARP DC EXPORT FILE DEFINITION DOCUMENT Date: May, 2010 |
| ARP Spring 2010 Update Webinar These are the downloads for the ARP Spring 2010 Update Webinar. Please save the Webinar to your local computer and view it from that location. ARP SPRING 2010 WEBINAR Date: May, 2010 ARP SPRING 2010 WEBINAR SLIDES Date: May, 2010 ARP SPRING 2010 WEBINAR OUTLINE Date: May, 2010 ARP DC EXPORT FILE DEFINITION DOCUMENT Date: May, 2010 2010 CONTRIBUTION LIMITS CALCULATOR Date: October, 2009 |
These are the downloads for the ARP Loan/Hardship Distribution Processing Webinar. Please save the Webinar to your local computer and view it from that location. LOAN-HARDSHIP WEBINAR Date: November, 2009 LOAN-HARDSHIP WEBINAR SLIDES Date: November, 2009 LOAN-HARDSHIP OUTLINE Date: November, 2009 ALTERNATE PROVIDER GRID Date: November, 2009 ARP LOAN-HARDSHIP DISTRIBUTION PROTOCOL Date: November, 2009 PROPOSED LOAN COVER LETTER AND APPLICATION Date: November, 2009 PROPOSED HARDSHIP COVER LETTER AND APPLICATION Date: November, 2009 ARP DISTRIBUTION LIMITS GRID Date: November, 2009 |
These are the downloads for the ARP Fall 2009 Webinar and Slides. Please save the Webinar to your local computer and view it from that location. ARP FALL 2009 WEBINAR Date: October, 2009 ARP FALL 2009 WEBINAR SLIDES Date: October, 2009 |
| Retirement Allowance Accrual Spreadsheet Tool
To assist employers in downloading and accruing post-1999 Retirement Allowance as required by auditors. DOWNLOAD Date: March, 2010 |
| ARP Data Manager and ARP DC Upload
This link takes you to the download site for the ARP Data Manager and the ARP DC Upload programs. Please open this webpage using Internet Explorer. If you already have a current version of the ARP Data Manager please select UPDATE. Please read the instructions below the Update before you install the current version. ARP DATA MANAGER AND ARP DC UPLOAD Date: May, 2009 ARP DC EXPORT FILE SPECIFICATION DOCUMENT Date: May, 2009 |
This calculator helps an employee estimate contribution levels required to meet income targets in Retirement. DOWNLOAD Date: December, 2007 |
This questionnaire, prepared by Gena Stone at the Oregon Conference and kindly shared with us, may be useful when you are starting to process an application for an individual who finds it inconvenient to come to your office. It is somewhat more user-friendly to a retiree than is the application form. DOWNLOAD Date: March, 2010 |
This is a letter to be distributed to employees by employers at the end of 2007. It gives information about some changes taking place in the DC plan." November, 2007. DOWNLOAD Date: November, 2007 |
VALIC Retirement Rollover Forms
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| Benefits Calculator
This calculator is to be used by Human Resources directors of participating employers to apply for benefits for employees. DOWNLOAD Date: May, 2010 |
This instruction sheet explains use of the Benefits Calculator Excel spreadsheet for retirement application for hospital employees. DOWNLOAD Date: October, 2009 |
| Instructions for Uploading Benefits Calculator to NAD Retirement
This instruction sheet explains how you can easily and securely upload an Excel Benefits Calculator to the NAD Retirement office. DOWNLOAD Date: October, 2009 |
This spreadsheet will assist employees with understanding the contribution limits requirements for employee and employer contributions made to a 403(b) retirement plan. Anyone who believes his/her contributions will exceed what this spreadsheet shows as a maximum should contact a financial advisor, a VALIC representative, or the Adventist Retirement Plans office for assistance. DOWNLOAD Date: October, 2009 |
This booklet is a Pre-Retirement Syllabus for the Adventist Employee. DOWNLOAD Date: March, 2009 |
A list of VALIC field representatives, and phone and email contacts for them. DOWNLOAD Date: April, 2010 |
Application forms for NAD Defined Benefit Plan retirement benefits. DOWNLOAD Date: August, 2006 |
| 2010 SHARP Booklet An introduction to the Supplemental Healthcare, Adventist Retirement Plan (SHARP), a healthcare assistance plan for all eligible retirees and their eligible spouses. DOWNLOAD Date: January, 2010 |
The SPD document provides an explanation of how the Defined Contribution Plan functions. DOWNLOAD Date: July, 2006 |
The "Blue" book is the detailed policy book of the Seventh-day Adventist Retirement Plan of the North American Division, the defined benefit plan. This is the most current version, updated January 2009. DOWNLOAD Date: April, 2009 |
The "Pink" book is a summary of the Seventh-day Adventist Retirement Plan of the North American Division, the defined benefit plan. It has been prepared to answer frequently asked questions, NOT to cover all features of the plan.. DOWNLOAD Date: June, 2008 |
A Hardship Withdrawal may be taken while you are still employed, if eligible. Employee contribution amounts and some transfer/rollover money are available for a Hardship Withdrawal. Employer contributions are not available. DOWNLOAD Date: February, 2010 |
MOF (Mistake of Fact) instruction sheet - Types of MOF's, where to send, what to send, when to send, etc. DOWNLOAD Date: April, 2008 |
"Death of an Employee, Checklist & Policies" booklet. Guidelines for this unfortunate occurance. DOWNLOAD Date: February, 2004 |
"Personal Critical Data" worksheet. Form for employees to fill out and keep on file in HR. DOWNLOAD Date: February, 2004 |
Application for Graduate Study Service Credit to be completed by employees applying for credit for leaves of absence for graduate study. Includes a decision tree to help employee determine eligibility, and a copy of the Z 15 60 policy. DOWNLOAD Date: July, 2004 |