Online 401K Plan Sponsor Guide

Setup Section:


This screen shows the employee's personal data.

It is accessed by clicking on the employees name from the employee list.

Data can be changed and updated by clicking in the box next to the desired field and typing in the information.

Be sure to click the save button at the bottom of the page after making changes!

By clicking on "Reset Password" the participant's individual password can be reset. It is reset to the default of the last four digits of their social security number.

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