Quarterly fund review with your company's investment policy committee No load, low annual expense ratios and no transaction fees.Įasy accessibility to account information and statements. Together, we provide a range of benefits including: ePlan Services utilizes Matrix Bank as a primary custodian. Sage Tree has partnered up with ePlan Services, a full service, online platform provider and third party administrator. Moreover, we often participate as active members of a company's investment policy committee. Whether you are an individual/sole proprietor or large company, we assist with 401k plan development and design, participant enrollment, day to day servicing, and investment strategy education for participants, plan sponsors and trustees. Please check the department's online calendar for updated dates.Sage Tree Wealth offers a variety of services to meet the 401k needs of our clients. * Dates are subject to change as things continue to update. Please reach out to your divisional relief coordinator for continued support with ESSER planning document addenda due Febru, and any ESSER funding application revision questions. Thank you for your continued patience as ESSER requirements evolve. An updated office hours schedule will be shared with LEAs prior to the new reporting period. Please note that ESSER Office Hours have been postponed until the final draft is released. We caution LEAs about entering any further data at this time as data questions will change and reporting periods will shift. Currently, LEAs may view data and enter data in the instrument, but cannot submit data. The data collection instrument will change with a tentative reporting period beginning in early May 2022. Department of Education, LEAs have limited access to the Education Stabilization Fund-ESSERF Data Collection instrument in ePlan. Īudience: Directors of Schools, Federal Programs Directors, ESSER Points of ContactĬontact: communicated on December 22, due to shifting requirements from the U.S. Teams assigned to review and approve components of the annual LEA plan can be found here. Though this means districts will not receive feedback as early in the review window as they experienced during the previous cycle, this revision will allow district teams to better coordinate their responses to the provided feedback. The most recently added document, InformTN – Reflect to Plan Prompt Guidance, will support teams in understanding the expectations and points of contact for the Reflect to Plan questions.īased on feedback provided through the annual InformTN district survey at the conclusion of the 2021-22 planning cycle, we have revised our LEA planning review process to ensure that feedback on planning components will be received in one batch rather than on an ongoing basis throughout the review window. In addition to CORE and FPO teams being available to support various sections of the planning process, district teams will find helpful documents located under District & School Planning in the TDOE Resources section of ePlan.
EPLAN 401K LOGIN FULL
The full 2022-23 planning cycle timeline can be found here. The window for reviewing plans will begin March 1 and conclude on April 15. March 1 is the deadline for LEA plans to be completed and submitted in InformTN. Contact: we near the last month of the annual LEA planning window, we’d like to remind districts of a few critical dates.
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