The Participant Website allows participants to access and manage their retirement account. Based on plan specifications, site users may have the ability to create balance transfers, model and/or request loans, establish salary deferral amounts, view transaction history, view fund information, maintain their personal account information and utilize many other functionalities for account management. 

Security, flexibility and ease-of-use were primary considerations during the design and creation of the Enveritus™ websites. Please use the links below for a preview of sample pages demonstrating some of the available Participant Website features.
Participant Website Key Features
Click to view underlying funds Statements with Model Fund Drill Down

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.

Click to view underlying funds Fund Information Including Model Funds

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.

Click to view underlying funds Rebalance with Graphical Display

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.

Click to view underlying funds Beneficiary Administration

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.




© 2004 Envisage Information Systems, LLC.
Enveritus™ Financial Access Software is owned and licensed by Envisage Information Systems, LLC.
1582 McAllister Road, Genoa, New York  13071
315-497-9202   FAX 315-497-0607 
inquiries@enveritus.com