Plan Service Center

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The Retirement Plan Administration Page Provides:

  – Your Plan's information
  – All the functionality related to processing your Plan

Retirement Plan Administration Page Content:

    Plan Information

  • General Information (general plan information)
  • VRS Information (listed options available on the Voice Response System)
  • Other Contacts (listing of Plan Contact Servicers)
  • Divisional Contacts (contacts for each division if divisions are applicable)
  • Unit/Share Values (for available investment options – can be selected by date range)
  • Summary Plan Description
  • Vesting Schedule (the vesting schedule for employer monies)
  • Fund Overview
  • Online Prospectus
  • Fund Performance
    Upload

  • Transmit Employee or Payroll Data Files
    This section provides ability to upload employee or payroll data files to us.
    (Link is found in the menu on the left side of the Retirement Plan Administration page.)


    • Download

  • Download Report or Data Files
    This section provides access to files and reports that are ready to be downloaded via our web site.
    (Link is found in the menu on the left side of the Retirement Plan Administration page.)
    (See the "Reports" page for information on requesting / ordering reports.)
    Plan Administration

  • Contribution processing/Verify Vesting

    Clicking brings up a new window with these options:

    • Contribution Processing
    • View Plan Balance
    • Update and Verify Vesting
    • Pay Plan Expenses (Does not appear for all plans)

    Employee Administration

  • Add Employee


  • View/Change Employee Information
  • Add Employee


  • Select Another Plan
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