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Pension Administrative Services Inc.

Taking the work out of

Retirement Planning 

Reporting

Plan Sponsor Reporting & Account Access

Through our state-of-the-art web sites, you have tools that provide the utmost in participant access and education. It helps generate and maintain high rates of plan participation. Participants have access to plan-specific information and are able to initiate transactions. These are some of the services available through the website:


Participant Access

  • Account access 24 hours a day, seven days a week via the Internet
  • Participants can:
    • Obtain account balance information and status
    • Exchange current investment elections
    • Get market news and information
    • Adjust future allocations to your account
  • Internet access also provides the advantage of printing transactional confirmations from the system

Participant Account Information

  • Account balance inquiry
    • Total vested access
    • Balances for each fund
    • Total account balance
    • Source vested balance
  • Investment election inquiry and changes
  • Automatic account rebalancing
  • Fund transfers
  • Loan inquiry (if applicable)
  • Change personal identification number
  • Research
    • Investment performance
    • Research analysis
    • Fund fact shee


 



Get in Touch with PASI

10 Talcott Notch, 2nd Floor
Farmington, CT 06032
T - 860.284.6880
F - 860.284.6887
info@pasiusa.com

Find what you Need

  • 401(k) Plan Services
  • 403(b) Plans
  • Defined Benefit Plans
  • Non Qualified Plans
  • Secure File Transfers
  • About Us
  • Contact Us

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