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Online Web Access for Your Clients

Our website is comprehensive, multi-faceted and highly flexible.

For Plan Participants: Participants have access to their account balances, important messages, portfolio information and performance and can make changes to allocations, contribution rates and initiate transfers, search transactions, view reports, get forms and download account activity.

For Plan Sponsors: Plan sponsors have access to plan balances, portfolio information and performance, approve distributions, enroll employees, file Form 5500, submit payroll and census information, access reports and forms, and drill-down into individual participant accounts (and perform all of the functions listed under the participant web).

For Advisors and Brokers: You can view portfolio totals, performance and participation levels for all of your clients at one time. You can edit models and upload data. You can also drill-down into each plan account and each participant account and perform the functions listed under each of these options. For example, you can assist participants in making trades or aligning allocations.

Each level of web setup can be customized to display only the features requested by you or the plan sponsor and allowed by the plan's document.

Please contact us for more information and a free quote. Learn more about what makes our company unique.