Enveritus Plan Sponsor Website

The Plan Sponsor Website provides the necessary tools to manage plans and retrieve/supply important information, thus offering a better solution to plan participants. Plan Sponsors can use the website to create overall plan statements including detailed transaction history and to run a large range of reports to assist in their daily plan management. For example, sponsors can use the Loan Payment Report feature to help them stay on top of participant loans that are maturing. This feature will help sponsors track loans which require a notification to their payroll department to stop withholding loan payments and will also indicate to sponsors the final payment amount, which is often different.

Using the Plan Sponsor Website, sponsors can post messages to display on the participant website for their plan participants. Sponsors can also manage their own PINs, set up their pin hints, and configure plan contact information.

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

Plan Sponsor Website Key Features

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.

Loan Payment Report

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.

Sponsor Managed Configuration

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.

Plan Level Statements with Model Fund Drill Down

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.

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Enveritus™ Financial Access Software is owned and licensed by Envisage Information Systems, LLC.
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inquiries@enveritus.com