Skip to content
English
  • There are no suggestions because the search field is empty.

Retirement Responsibility Chart

Responsibilities between Thread and Clients when Retirement integrations are involved

Please note: Maintaining accuracy is key, so we recommend closely monitoring
your payroll register and informing Thread promptly if you notice any
discrepancies. Our team will work with you to resolve any issues ahead of the
pay run.

In managing your retirement, accuracy with your carrier’s data is also crucial. Thread
depends on the information provided by you and your carrier to deliver
accurate advice and support for your retirement needs.

Should you have any questions or need clarification, your dedicated account
manager or Thread’s Benefits Specialist would be happy to help.

   Scenario and Solutions

Download the PDF here