Online Plan Access

Plan sponsors can access current information and generate reports regarding the company’s retirement plan by logging onto .  Our recordkeeping system includes standard electronic processing of plan and participant data as well as access to various plan information.  Some system features include:

  • Processing payroll information electronically
  • Ability to view and edit employee data
  • Ability to view and approve loans and distributions
  • Ability to view and export account transaction data
  • Electronic notifications for late deposits
  • Electronic notifications for participant transaction requests
  • Electronic notices posted to plan’s Message Center
  • Plan investment information and returns
  • Plan documents, forms and agreements
  • Online enrollment capabilities and enrollment workbook kit
  • View historic reports (custodial statements, trust & participant statements, invoices, etc.)
  • Reports-on-demand feature to create standard and custom reports

To learn more about the reports and data you as the plan sponsor can access, click on the link below to be directed to the website.