What’s new on the Retirement Plan Dashboard

We use the feedback you provide to continuously improve your experience. Click through the screens below to learn more about the latest enhancements.

Retirement Plan Dashboard

You can now look up a defined contribution (DC) plan in addition to individual participants.


Take a tour
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Defined contribution client list

Search a list of your DC clients and access the plan summary, which brings together key plan details in a few easy-to-navigate tabs. Or, you can use the direct link to view the Employer website.

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Plan summary

Easily access plan health information, plan provisions and quick links for things like:

• fees

• notices

• client tasks

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Investment details

See at-a-glance information, search and easily download all available investment options within the plan.


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Participants invested

Easily see the participants currently invested within each available investment option and download the list with the click of a button.


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Customize and download (or order) participant enrollment materials and forms

The updated Retirement Plan Dashboard guide shows you how you can do this directly from the Retirement Plan Dashboard.

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Participant lookup

Search a participant by name from the main Retirement Plan Dashboard page.


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Our advisor website helps you quickly get the information you need, saving time and simplifying client and participant interactions.

When things run smoothly for clients, you have time to do more - adding to your bottom line.

Need help?

Contact the Advisor Support Team
at 800-952-3343


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