ASC SECURE 2.0-Compliant
Annual Funding Notice (AFN) Checklist

Preparing Annual Funding Notices (AFNs) doesn’t need to be complex. ASC’s AFN Checklist helps you efficiently create notices that meet SECURE 2.0 requirements and align with Department of Labor (DOL) Model Notice guidelines – all while reducing manual effort.

With built-in flexibility, ASC’s enhanced AFN checklist lets you choose from the two permissible Asset Allocation Methods.

Integrating your AFN with the 5500 process allows you to streamline your work from checklist to output.

• SECURE 2.0 Compliant – Stay current with evolving regulatory requirements
• DOL-Ready – Designed to meet Department of Labor Model Notice requirements. Choose from two asset allocation presentation methods
• Flexible Workflow – your AFN checklist progress is saved until you’re ready to produce the output and will roll forward to the next year with saved prior year data.
• Streamlined Process – Save time and reduce complexity
• User-Friendly Design – Quickly complete and generate accurate notices