But I am a whiz at helping plan sponsors and administrators make retirement magic for their valued employees, through the intuitive, user-friendly, Equitable Plan Sponsor website.
I’m also known as the Online Enrollment Wizard, as I guide your employees on their quest to reach their retirement savings goals. But that’s a story for another video.
Now, I invite you to follow along at equitable.com and make a bookmark!
I’ll show you all my Plan Sponsor website secrets.
So, punching in my username… TopWizard123 and my eight-character password—Hey, no peeking!
This takes you to the Overview landing page, which displays high-level plan details along with Quick Links to main tasks. Using the Main Menu, up top, you can navigate between the Overview Page, the Plan Administration Dropdown Menu, Reporting, and Communications.
Now, let’s look at the Plan Administration Dropdown Menu which reveals the plan management features you’ll use most often. Here is where you will find access to Payroll, which is where you can upload your payroll file.
Navigating back up to the Plan Administration Dropdown Menu, you can access the Participant page, where you can view, manage and add participants. Click ‘Retrieve Participants,’ to view all employee records in the system. You’ll have a quick view of participant plan values.
You can even see individual portfolios, by clicking on the dropdown arrow to the right of the participant’s name!
Processing withdrawal requests is quick and seamless! Simply navigate to the Plan Administration dropdown and select Withdrawals—it’s like magic!
If a participant has an outstanding loan or a pending loan request, you can easily track and manage these under the Loans page.
The Plan Administration dropdown also gives you access to key sections like Financials, Compliance Testing, Investment Options, and Plan Information and Forms. Here, you can review essential plan details, such as Enrollment Frequency, Eligibility criteria, Loan rules, and even check your Contact information.
Need access to forms? Head over to the Forms and Plan Documents tab, where you’ll find all the downloadable forms you need. Simple and convenient!
I hope you enjoyed this quick overview. As you can see, using the Plan Sponsor website is easy and intuitive. No spells or incantations required.
Hahaha!
Hmm…wand must be broken.
If you need more assistance, contact your enchanting retirement plan account manager.