Plan Sponsors
Detailed instructions on how to use the website—Click Here
A detailed training session regarding the basics on using the software is available to download to your desktop (18 minutes in length). Choose the "Basics..." link. The audio begins 50 seconds before the video.
— Download the Training Session
— Print the Training Session Agenda
Sponsor Gateway
This online Sponsor Gateway gives you the following options:
- Ability to perform administrative tasks
- Review plan provisions
- Maintain employee data & eligibility
- Process contributions
- View plan activity (loans & distributions)
- Access forms and reports
- Develop comprehensive reports available online in multiple formats (PDF, Excel, Text, TIFF, and HTML) for printing or archiving
With the challenges of the new 403(b) regulations comes the opportunity to improve your employees’ retirement future.
You can count on our service, technology, and experience to assist you with the stewardship of the plan.