This feature provides a report of fund balances, including price per share, and number of shares. It also allows for drilling down within a fund to see the details of the model balance by fund and gives the participant full tracking of their funds.   Click here to view the sample page.

This feature provides descriptions of the pertinent mutual funds or model funds—showing performance information as well as general information on the fund itself, or its components (if a model fund).   Click here to view the sample page.

You can rebalance your portfolio in 1 of 2 ways—either by changing the specific percentages of current allocations, or by matching the current election % of future contributions (new money coming in).   Click here to view the sample page.

This feature includes tools to designate your beneficiary(ies) and to specify how the proceeds of your account balance will be distributed in the event of your death.   Click here to view the sample page.

This feature allows you to see the history of participant logins for a period ranging from 1 day to 90 days. The display includes participant social security number, name, and the number of logins during the specified time period.   Click here to view the sample page.

This feature shows the payment history on a participant’s loan from the retirement fund and allows the plan sponsor to provide better service by knowing the status of a loan.   Click here to view the sample page.

This allows the Plan Sponsor to view plan parameters and configure targeted e-mail/fax information and beneficiary settings. Sponsors can also create messages to be displayed on the participant website.   Click here to view the sample page.

This feature provides a plan-level summary and detail views, by fund or source, showing fund name, price per share, number of shares, and total extended fund value. Also included are total portfolio value and vested balance for the plan as well as allowance for drilling down into a model fund’s component values.   Click here to view the sample page.

This feature displays a current plan list showing the total assets of each with links out to the plan sponsors and participants, as well as the plan contacts. This gives the financial consultant (FC) a real time summary of plan assets with the capability to link to each site.   Click here to view the sample page.

This feature provides a printable and displayed view of all trades made within a given time period listed by fund and date and gives the FC the ability to track trades made by their clients, allowing them to provide better service.   Click here to view the sample page.

This feature displays the primary user name and details the distribution and loan transactions made between the institution and the individual fund owner. It enables the FC to better track this activity and provide faster service.   Click here to view the sample page.

This feature displays the status of a plan conversion, which allows the FC to better track this activity and provide faster service to sponsors and participants.   Click here to view the sample page.

This feature displays the whole plan in a statement of accounts for a range of dates. It shows a complete summary history by fund, including grand totals and gives the FC complete tracking of a plan by date range real time.   Click here to view the sample page.

This feature includes input sections for general settings, plan parameters, targeted e-mail/fax, OLE settings, and beneficiary settings for each plan.   Click here to view the sample page.

This feature provides a message creation tool for messages to plans of alliances, brokers, participants, and plan sponsors.   Click here to view the sample page.

This feature provides a log of all participant requests, showing transaction, type, status, Social Security #, participant name and plan name.   Click here to view the sample page.

This feature allows the entry of data used as the basis of deferral percent computations.   Click here to view the sample page.