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How does a Plan Sponsor apply for the RDS Program?

To participate in the RDS Program, the Plan Sponsor must submit a timely RDS application prior to the expiration of the Application Deadline. For more information about the Application Deadline, including what is required to be submitted by the Application Deadline, refer to Important Application Deadline Information.

Note: Plan Sponsors can view the Application Deadline on the Application Overview and the Review and Submit pages of the RDS Secure Website.

There are six steps in the Application Submission Process: Create Application, Benefit Options, Actuary & Attestation, Banking Information, Review & Submit, and submitting the Valid Initial Retiree List through Manage Retirees. Each step is accessible from the Application Overview page. Use the Application Overview page to complete the Application Submission Process, monitor the status of the application, maintain the application, and keep track of deadlines.

For additional information, refer to Submit the Valid Initial Online Application and the Valid Initial Retiree List by the Application Deadline.

Answer ID
400-01