Plan Information

The Plan Information section gives employers the ability to access and update specific account information. Below is some of the information you will find in this area.

Plan Details
View/update primary client contact and address information, view plan effective and year-end dates, view asset takeover, view basic plan provisions, view a snapshot of account balance by vested source.

Activity Statements
View and download quarterly and annual plan activity statements.

Plan Contacts
View/update an expanded list of key plan contacts.

Service Standards
View the full list of service standards for your plan. 

To access your account information now, log in using your username and password.


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