Manage, Review, and Reports... The Sponsor Access website gives your clients the effectiveness, flexibility and streamlined administrative processes, which reduce paperwork and the manual processing associated with running 403(b) plans. Some of the Plan Sponsor functions include... - Edit and configure employee data - Review Plan provisions - Process Contributions - View Participant Activity - Access Forms and Reports

Home Module - Home Page The Home page section gives you a complete picture of your Plan with total employees available Plan Investment and Vendors and a summary overview of plan assets and positions.

Home Module - Send Message Communicate easily with Participants, Advisors and Third Party Administrators. The Send Mail feature allows you to send Plan Bulletins to all employees and service tickets to your Third Party Administrator.

Participants Module View a Summary of all Plan Participants showing status, age and assets. Complete employee census management simplifies your administrative tasks.

Submitted Module The Submitted section allows you to view pending Loan/Distribution transactions. To view the details of a Loan or Distribution submission click on the Trans #. After reviewing the parameters of the request you can Print, Cancel or Approve the transaction using the buttons on the bottom of the screen.

Processes Module Employers have easy online access and tools to review, import or enter Plan Contributions via the PROCESSES module.

Reports Module - Reports Comprehensive system reports are available within each gateway of the platform. Reports types include: - Trust Statement - Plan Investments - Required Minimum Distributions - Summary Participant Statements - Detailed Participant Statements - Plan Statement - Contribution Summary - Deferral Changes Report - Participant Investment Elections - Participant Balances by - Source/Fund - Plan Census - Active Loans - Delinquent Loans - Participant Synoptic Data All Plan Reports are instantly created and available in multiple formats including: PDF, EXCEL, Text, TIFF and HTML for printing or archiving.

Reports Module - Exports Plan data is a click away with the export features of the Reports Module. Five predefined extracts are simple to use or you can build you own custom extracts to suit your needs.

Reports Module - Exports Plan data is a click away with the export features of the Reports Module. Five predefined extracts are simple to use or you can build you own custom extracts to suit your needs.