Managing your plan online

Video transcript: Greetings! I’m the Wizard! But before you ask, no, spells aren’t really my thing. 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—opens the Home page. This page displays high-level plan details and quick links to main tasks along the right side of the page. Now, let’s look at Plan Administration. Navigating the intuitive tabs accesses the plan management features you’ll use most often. Right here you will find the Payroll tab. This is where you will upload the payroll file. Now, in the Participant view, 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, like my apprentice’s. Oh, I see he likes his large-cap stocks. From the Withdrawal tab, processing withdrawal requests is like magic. If a participant has an outstanding loan or a pending loan request, you can monitor these under the Loans tab. The Financials, Plan Information and Compliance tabs are dedicated to Plan Management. You can view and compare fund options and also review plan features such as enrollment frequency, eligibility and loan rules, as well as review your contacts. Need forms? Service Forms has all the downloadable forms you may need. Ta-Da! Finally, a quick look at Reporting. Sponsors and administrators will use these tools regularly — particularly for generating payroll change notification reports. 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. Haha! (Waves wand but nothing happens) Hmm. Wand must be broken. If you need more assistance, contact your enchanting retirement plan account manager.