Update Existing Employee Information via the Plan Sponsor Web

Type in your Username and Password,
as provided in your welcome letter
Select Role: Sponsor
Click the Login button

Once signed into the Plan Sponsor Web, Select Manage Your Plan and Update Employee Information

Type the participant’s last name.

  • Review Participant and Investments Tab

Search for a particular participant or view additional investment information

  • Run Plan and Participant Reports Tab

Run a report for a plan or a participant

Follow the prompts within each option until you are able to click Submit.