What functions are available in the Plan Sponsor Portal?
You have access to these functions and transactions (follow the specific instructions on each page): o Basic Plan Information o Plan-level balances by contribution type and by investment fund o Participant lookup with multi-level sorting capabilities o Participant-level balances and data o Quarterly reports to evaluate fund performance o Monthly Investment Rates of Return o Daily Fund Performance from Morningstar Quicktake Reports o Compliance Updates o Compliance Information o Online Administration Manual with a search tool o Downloadable forms o Loan Information o Transaction History
