Plan Sponsors

The DailyAccess Plan Sponsor website was designed with professionals in mind, providing access for plan sponsors, financial advisors or third party administrators to manage retirement plans. Our goal is to simplify and streamline the maintenance and monitoring of your plan.

• At-a-glance overview of your plan on the Plan Sponsor website homepage
• Easy payroll upload – data integrity checks at each upload ensure data accuracy
• Automatic alert system e-mails plan sponsors notification of selected plan activities
• Custom model portfolios may be built, changed and rebalanced online
• Extensive plan level and participant level reporting provided
• Realtime account balances
• Loan requests and authorization online
• Online distribution authorization
• Fund fact sheets
• Online participant statements
• All specific plan documents are available online

Access to retirement plan data on the Plan Sponsor website is
permission-based; the plan sponsor determines and authorizes the degree to which other users within their organization may view information. The level of access to plan data can be customized on an individual user basis by the plan sponsor.

To request an online demonstration of the Plan Sponsor website, please click here.