Participant Portal Overview The Participant Portal is your all-in-one destination for managing retirement plans with ease and confidence. From a comprehensive dashboard that gives real-time visibility into account balances and investments, to tools that assess retirement readiness, every feature is designed to support informed decision-making. Participants can enrol in plans, update their profile, request transactions, and access important documents — all through a secure, user-friendly interface. Whether reviewing your investment portfolio or exploring personalized financial wellness resources, the portal brings everything together to help you stay on track and in control of your financial future. The Financial Wellness section also features educational videos, offering practical guidance to help participants build stronger financial habits and make confident money decisions.
- Dashboard provides a comprehensive overview of participant plan details with clear visibility into account and vested balances. participant can explore detailed breakdowns of contributions and investments across enrolled plans, review plan-specific information, and monitor recent transactions and loans—all in one intuitive interface. The participant portal dashboard further features a “Financial Wellness Section” offering educational videos and articles on investing, loans and savings. The participant portal dashboard further features a “Financial Wellness section” offering educational videos and articles on investing, loans, and savings.
- Retirement Readiness The portal’s intuitive tools are designed to help participants plan with clarity and confidence. The “Investment Style Riskometer” uses a short, insightful questionnaire to help users identify their investor profile—whether conservative, balanced, or aggressive. Complementing this is the “Retirement Goal Simulator”, which visually evaluates retirement readiness by factoring in income sources, projected expenses, contribution levels, and potential shortfalls or surpluses. It delivers a personalized readiness score, empowering participants to make informed adjustments and stay on track toward their retirement goals.
- Enrollment Participants can easily manage contributions and investment choices, enable Auto features, and review plan details — all within one streamlined workflow. They can adjust elections, opt out of the plan, and review everything before enrolling. Realtime access to retirement readiness calculation is available for ppts to take decisions on enrolment efficiently.
- Profile The participant can seamlessly access and update their personal, employment, and beneficiary details anytime, anywhere. They get instant access to personal info in a click.
- Transaction Participants can make transaction requests and view status. Plus, they get instant access to recent loans requests made, withdrawals, and transactions—everything they need, all in one powerful dashboard.
- Documents Participants can have instant access to every document mandated by ERISA for the past seven years—delivering unmatched transparency and easy compliance at their fingertips. The participant can even choose a period for which they need the documents
- Investment Portfolio A participant can quickly manage contributions and investments across multiple plans. View essential details like Plan ID, type, balances, and invested amounts, while tracking performance with customizable filters to keep your portfolio on track.
