Now that we’ve reviewed the basics of the new PGA Deferred Compensation Plan and the benefits for our Members, we want to discuss how to enroll and get started.
Most Members will begin the enrollment process on the web at PGA.com. Through a portal specifically designed for Deferred Compensation, Members will first see a screen that displays two options:
Enroll
Learn More
By clicking “enroll,” the Member will officially begin the enrollment process for Deferred Compensation. Selecting “learn more” takes the Member to the Deferred Compensation home page, which contains information about plan details and eligibility requirements.
Let’s begin with the workflow that displays after clicking “enroll.”
The first screen is the enrollment home page, where Members will see the roadmap to successful enrollment in Deferred Compensation. There are three primary steps: reviewing and accepting the terms and conditions, entering your account details, and then confirmation of the previous two steps to complete the enrollment.
Before beginning, you will need the following:
Full name as it appears on your driver’s license
Physical mailing address
Social security number
A valid social security number is required because of the financial regulations surrounding deferred compensation. Once you have all the above information at the ready, click “continue.” Please note that enrollment should take five (5) minutes to complete.
The terms and conditions page displays, as one may expect, terms and conditions for the Deferred Compensation Plan. On this screen, Members can also review plan information and important details before clicking “accept” to accept the terms and conditions and continue the enrollment process.
Next, Members will see the terms agreement screen. Checking the box and continuing from this screen means that a Member acknowledges the terms. To continue, select “Agree & Continue.”
The required personal information (listed above) is entered on the following screen, which is Account Details. Members must enter their full name, mailing address, and social security number to complete enrollment in Deferred Compensation.
Once this is done, click “submit” to finish the process. Successful enrollments will receive a follow-up email confirming enrollment. Members who do not meet eligibility requirements also receive an email regarding their enrollment status and are encouraged to contact member services at deferredcompensation@pgahq.com for additional information.