Plan Sponsor Web

Duration: 60 Min.

Description
The plan sponsor web is a way for employers—plan sponsors—as well as investment advisors, consultants, trustees and others to access balances and plan information 24 hours a day / 7 days a week. It’s a secure interface with the Relius Administration system that can be used to update information, initiate transactions, request reports, and many other functions. One of these is the Data Validation Center, or DVC, which allows the employer to upload census, payroll and other activity information directly to Relius. It’s all easy to set up, simple to access, and useful to most everyone connected to a plan as it allows a faster and more updated flow of information.

In this session, we will:
  • create and maintain Plan Sponsor profiles and access
  • set up the employer for web & DVC access
  • enable the Plan Sponsor Web and set up available options
  • demonstrate login procedures
  • access the Plan Sponsor Web functions
  • create transactions & generate reports via the Participant Web
  • demonstrate the Data Validation Center
  • set up and access the Advisor Web Portal



Event Details