I have just logged in. Why cant I access a roster from the Roster Selection page?
If it is your first log on, you must click on the New Roster button, to create a roster. Once you click on the New Roster button, all participants that are part of the plan will be listed with their social security numbers. Enter the dollar amounts for each contribution type for each participant. To update a participants allocations, click on the participant name. This will bring you to the Shareholder Allocation page, listing all fund/accounts for that participant. You can update the dollar or percentage allocations for each contribution type here. Please be sure to submit both Employer and Salary Reduction percentages. If you prefer to enter dollar amounts, the system will calculate the percentage information. If the allocation percentages do not change, you can submit future contributions by just going into the Roster Details page and entering new dollar amounts for each participant. If your plan frequently elects different fund allocations, you will want to go into the Shareholder
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