To Order Online Reports:

1. Enter or confirm your plan number and e-mail address to receive notification when your report is ready for downloading.
2. To change the e-mail address in our system, type your new e-mail address in the address box and, also check mark the "Update" box.
3. Choose "Compressed" or "Uncompressed" file format. Reports will automatically download as uncompressed unless you select compressed.
4. Choose "HTML","TEXT".or "BOTH" for the report typed. HTML reports (".html") are opened and viewed via your Internet browser and are not intended for word-processing. TEXT reports (".txt") are opened in your PC's word-processing program.
5. "Continue" takes you to the "Reports Menu" screen (see List of Reports below).
6. Click on the underlined link of the report you are interested in. This will take you to the "Report Parameters" screen. (Descriptions of each standard report assist in your selection by clicking on the "Sample" button.)
7. Confirm your plan information and the report description you requested.
8. Follow the instructions for selecting a division value in the "Parameter" column. Asterisks(*) identify "required input fields". (Divisional information may not apply for all plans.)
9. Enter any report specific data ("Designated Age Report" for example requires selection of an age range).
10. Enter the starting date for your report using the MM/DD/YYYY format.
11. Click continue this will take you to a confirmation page.
12. Verify the report you ordered and your email address.
13. To order the report click continue. To change the parameters click Cancel.
14. You will receive e-mail notification when your report is ready for download.
15. To download your report once you've received the confirmation e-mail click on "Download Reports or Data Files" link under the "Download" option on the left side of the menu.

To Download Reports:

1. Look for the specific remittance number AND note the ".txt" or ".html" file type.
2. Click the underlined link of the file you�re interested in downloading.

To Save or Print Reports:

Click file, then:
– "Save as"
– Choose the directory to save the report to. You may rename the file here as well.

List of Reports:

Employee Reports


1. Designated Age Report – Lists participants by a specified age for the effective date selected.
2. Employee Address Report – Lists each employee�s name, address and telephone number.
3. Contribution Limit Report – Lists participants who have exceeded the specified contribution dollar amount for the selected date range.
4. Deminimus Balance Report – Lists all or terminated participants with an account balance below the specified dollar amount.
5. Employee Disbursement Report – Lists participants who have taken disbursements in the form of hardship withdraws, or withdraws for termination and rollovers.
6. Incomplete Data Report – Lists participants who are missing information on the system.
7. Forfeiture Activity Report – Displays participant forfeiture activity for specified date range.
8. Inactive Participant Report – Lists participants that are inactive.
9. Loan Balance Report – Displays current balance for employee loans.
10. Loan Payment History Report – Shows a history of loan payments.
11. Loans Issued Report – Lists participants who have been issued a loan.
12. Loans Paid Off Report – Shows the current balance of existing loans that are paid off.
13. Participant Data File – File contains participant level information for a given group Account.
14. Participant Statement – Creates a quarter-end statement for a selected participant.


Plan Reports


15. Investment Returns Report (Not available for all plans) – This report lists the investment options that the plan offers and the associated investment returns.
16. Contribution Report – Gives plan contribution information by money source over the period of time specified.
17. Contribution Summary Report By Fund – Summarizes plan contribution information per investment option.
18. Participant Summary Report – Summarizes participation statistics.
19. Disbursement Summary Report – Summarizes disbursement information.
20. Plan Asset Report – Summarizes plan assets by investment option as of the most recent quarter-end.
21. Asset Summary by Fund – Provides a summary of plan assets for a selected quarter-end date.
22. Forfeiture Balance Report – Shows current forfeiture balances.

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