The Participant site provides participants online access to their Defined Contribution account – anywhere, anytime – to perform any desired account management function. The ease with which users can interact with their plan gives your participants total control over their own accounts freeing up your time from managing participant inquiries.

Plan participants have account access

• Account balance inquiry
• Fund NAV
• Fund Performance
• Last statement summary
• Personal ROR

Plan participants have account management capabilities:

• Current fund allocation change requests
• Fund reallocation and transfer requests
• Future fund allocation change requests
• Loan modeling
• PIN management
• Salary deferral change requests
• Withdrawal requests

Plan participants have plan information access:

• Communications with record keeper customer service
• Plan highlights
• Literature requests