We invite you to attend one of our webinars for an introduction to the new site. If you are unable to attend, each topic will be recorded so you can access the webinars at your convenience.
An Overview for Plan Sponsors and Financial Professionals
Plan sponsors, especially individuals who submit enrollment and payroll data through the website, as well as financial professionals are strongly encouraged to attend this webinar. Topics will include an introduction to the plan sponsor and financial professional dashboards, modals, reporting and payroll functions.
An Overview of the New Participant Experience
In addition to plan participants, plan sponsors and financial professionals that assist participants on our website are encouraged to attend this webinar. Topics will include an introduction to the new dashboard, calculators and financial planning tools, how to monitor and change investment elections, make transfers, and request loans and distributions.