Need Retirement Plan or Participant Data? We have a report for that!
Are you feeling a little rusty when it comes to accessing the online reporting capabilities for your retirement plan? Would you benefit from an overview of what reports are available to you? If so, please join us as we:
- Review the features of the most commonly-used reports on our plan sponsor website
- Explore “hidden gems”, highlighting the benefits of some of the less-utilized, but most powerful and relevant reports
- Introduce reports that have recently been added to our report library
- Answer your reporting questions
Webinar Recording
Webinar Slide Deck
Webinar Presenters
Lisa Francis
Director, Customer Experience Strategy
Ben Healy
Vice President, Operations & Client Experience