Email Template #1

Use this template if you are starting a new plan with ADP TotalSource.

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Email Template #2

Use this template if you are starting a new plan with ADP TotalSource AND you have chosen Automatic Enrollment.

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Email Template #3

Use this template if you have a prior plan with another provider that is merging into the Plan AND 401(k) contribution percentages are not in ADP TotalSource payroll.

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Email Template #4

Use this template if you have a prior plan with another provider that is merging into the Plan AND 401(k) contribution percentages are in ADP TotalSource payroll and will be carried over (e.g., mapped) to the new plan.

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Email Template #5

Use this template if you have a prior plan with another provider that is merging into the Plan AND you have chosen Automatic Enrollment AND 401(k) contribution percentages in ADP TotalSource payroll will NOT be carried over (e.g., mapped) to the new plan.

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Email Template #6

Use this template to inform participants of the recordkeeper change and notify them of the blackout period.

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Plan Merger Timeline

A general guideline of what you should expect during a typical plan merger.

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Sample Blackout Notice

Required notice that provides participants with key information regarding an upcoming plan merger.

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Plan Merger FAQ

Frequently Asked Questions about your existing plan merger.

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Plan Merger Overview

A step-by-step guide of the plan merger participant experience.

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Plan Merger Overview (Spanish)

A step-by-step guide of the plan merger participant experience.

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