Alert System

The DailyAccess alert system provides plan sponsors with proactive notification of retirement plan status changes. Depending on the type of event, the plan sponsor, financial advisor, or any recipient authorized by the plan sponsor receives an e-mail notice when an event has occurred within the plan. Plan sponsors and financial advisors may choose to receive e-mail alerts on a number of plan status changes, including:

• ACH Requested Notification
• Conversion Assets Wired
• Conversion Valuation Received
• Conversion Balances Uploaded
• Conversion Loans Processed
• Employer Contributions Due
• Participant Statements Available
• Employee Deferral Contribution Change
• Overdue Payroll Notification
• Plan Entry Date Notification
• Terminated Participants with a Balance
• First Loan Payment Due
• Unenrolled Participants Notification
• Participant Turns 70 ½ Notification
• Loan Request Notification

The DailyAccess alert system keeps plan sponsors and financial advisors up to date on the notifications they need most to efficiently manage their plans.