Online 401K Plan Sponsor Guide

Home Section:

By clicking on the plan name the plan's balances are listed.

These are the plans overall balances, not individual participant balances.

Loans and distributions awaiting your approval can be viewed on the lower left. Access the transactions by clicking on "Pending Loans" or "Pending Distributions".

The pending screen allows you to view pending Loan/ Distribution transactions.

To view the details of a Loan or Distribution submission click on the "Requested" date.