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