The Participant and Plan Sponsor website uses the latest web based technology that will empower you by giving you critical plan information at your fingertips for ongoing review and evaluation.

The Plan Sponsor site is based on real time data. It has descriptive graphics, clearly defined asset allocation charts; employee participation tables and assists in plan participation and education.  Additionally, the system provides real time reports, documents, forms and files that may be uploaded and downloaded for your convenience.

The site provides management tools and equips you with the information you need, when you need it.  It will enable you to track data online and ensure your fiduciary responsibility.  This site is essential for the plan fiduciary where investment compliance and plan participation are the focal point of the retirement plan.

Services available through Plan Sponsor access:

Participant Data

• Participant demographics - indicative data
• Participant census information - security data

Plan Data

• Plan account balances - by fund, by money source
• Document availability - any file type
• File upload capabilities
• Payroll file upload feature
• Online contribution entry

Management Reporting

• Participant diversification tables/charts
• Account balances by age group tables/charts
• Fund utilization tables
• Asset allocation by age group tables
• Fund ID and fund model tables