Program Benefits

Website Features

Convenient, online Investment Management & Program Administration

In addition to convenient, toll-free phone access to a Retirement Plan Account Manager or to our automated account information line, you can access your account information as well as perform many administrative and investment tasks online, 24/7.

Plan Sponsor website features

  • Process contributions online.
  • Transmit updated plan and participant census data.
  • File required annual 5500 report.
  • View and print online statements through the view as participant mode.
  • View and print transaction history for customizable periods through the view as participant mode.
  • View and print account activity reports and develop customizable report using our report wizard.
  • View and print plan loan reports.
  • Get a copy of your adoption agreement and summary plan description.
  • Get important updates on law or regulation changes as well as administration guides and answers to frequently asked questions in the Plan Education Center.
  • Get the latest Plan Insight newsletter with articles designed to assist you in better understanding your retirement plan.

Participant website features

  • Access account balance information by fund and/or contribution type.
  • Obtain personalized rates of return for various periods and current unit values.
  • View customized transaction history and quarterly statements.
  • Initiate transactions, such as automatic rebalancing, fund transfers and investment allocation changes.
  • Obtain investment performance and fund information.
  • Get general information on the plan and investing in our Participant Education Center.
  • Get the latest Participant Insight newsletter with articles designed to assist you and your employees with planning, saving and investing and to help meet your retirement goals.
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