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Annual Enrolment Timeline and Month-End Processing Activities Overview

This document outlines the critical timelines and activities for the annual enrolment process and related month-end processing from September to December. Key dates include the printing and dispatching of enrolment packs, payroll and pension file submissions, and confirmation statement issues. The schedule ensures timely communication and execution of all necessary procedures, including testing, file loads, and the delivery of vital information to the Group. Each checkpoint plays a crucial role in maintaining compliance and ensuring efficient operations.

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Annual Enrolment Timeline and Month-End Processing Activities Overview

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  1. - Checkpoint 1 29/09: 02/10: - Commence printing enrolment packs 09/10: - Deployment to production & regression testing 11/10: - Annual file load & commence annual enrolment calculation 14/10: - AOE calculation completes – dual year processing commences 19/10: - EWS full print run commences October - Checkpoint 2 20/10: - Enrolment worksheets dispatched to mailing house (EC Group) - Posters promoting annual enrolment distributed 23/10: - Deadline for live Website (including annual enrolment updates) 27/10: - Checkpoint 3 - EWS and packs collected from mailing house by TNT - EWS & packs distributed to employees 30/10: 03/11: - Checkpoint 4 06/11: - Up front magazine article 06/11: - AOE opens 20/11: - Text messages issued to bank mobiles 20/11: - Test interim payroll and pension files issued to Group November 20/11: - Commence confirmation statement testing 24/11: - AOE close 25/11: - Shut down period for November month end 29/11: - Deliver month end payroll and pensions files to Group 04/12: - Last date to deliver data dump and provider files to Group - Deliver live annual interface file (payroll and pensions) to Group 05/12: - Checkpoint 5 - Issue confirmation statements 07/12: December - Payroll cut off 08/12: - Latest date to deliver data dump and provider files to Group 11/12: - Shut down period for December month end 23/12: 29/12: - Year end interface produced for Group – date to be confirmed Annual Enrolment Timeline and Month End Processing Activities

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