The Plan Operations Website allows financial service providers to manage plans, sponsors and consultants/brokers by offering a wide range of functionality for viewing data and configuring plan level and website display settings. Sponsor and Broker user setups, which allow access to the Plan Sponsor Website and Financial Consultant Website respectively, can easily be created and maintained. 

Using the Plan Operations Website, messages can be created and configured to display on any of the other websites (Participant, Plan Sponsor, Financial Consultant). A wide range of plan level configuration options are available for fund information linking, private label logo displays, on-line-enrollment settings, beneficiary settings, transaction history and statement on demand availability, contact information and much more. 

Please use the links below for a preview of sample pages demonstrating some of the available Plan Operations Website features.

Plan Operations Website Key Features
Click to view underlying funds Single Plan Configuration

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.

Click to view underlying funds Create Message

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.

Click to view underlying funds Review Participant Requests

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.

Click to view underlying funds Deferral Percent Guidance

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




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