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Reports
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Create Your Own Report
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Customized report for Participant Demographics, Loans, and Withdrawals.
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Loan Monitoring Report
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View all Plan loans by status.
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Contributions
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Contribution Changes Report
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List of participant changes made through RetireSmart; must review to update Payroll records.
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Contribution File Submission
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Uploading a contribution file (for use with non-payroll integration).
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File Maintenance
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Event Log
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Review and manage the status of contribution files and other events on the Plan Sponsor website.
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Loan Administration
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Loan Changes Report
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List of Participant loan changes for those who have initiated loans, refinanced, or paid off loans in full.
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Loan Initiation
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Initiate a loan on behalf of a Participant.
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Loan Reinstatement
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Reactivate a Participant loan when returning from a leave of absence.
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Loan Suspension
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Suspend a Participant loan (to avoid default) when a Participant is on a leave of absence.
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Participant Administration
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1099R Look-Up
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Locate a participant 1099R tax form.
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Adding New Employees
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Adding an eligible employee through the Plan Sponsor website.
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Address Change
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Change a Participant Address.
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Statement Look-Up
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Locate and print or save Participant quarterly statements.
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Statement Messaging to Participants
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Post a custom message to display on Participant quarterly statements.
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Status Change to Terminated/Retired
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Changing a Participant status to Terminated/Retired to initiate the customized distribution process.
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Plan Preferences
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Debit ACH
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Establish or update Debit ACH for Contribution file and Plan expense payments.
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Push Email Notifications
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Setup and manage email alerts pushed from the Plan Sponsor website for specific administrative events.
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Forms and Documents
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Compliance White Papers
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Locate helpful Compliance documents that may apply to your Plan.
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Fee Disclosures
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Locate Plan and Participant Fee Disclosures.
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Plan Related Forms
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Locate a Plan Related form.
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Participant Dashboard Page
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Participant Dashboard Page
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Graphical illustration of Participant activity and holdings.
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