Overview

• The upper left contains business info and summary data for Participation, Assets and Commission. If accountant is available it will also display here
• The upper right contains high level plan info - assets, contributions, and performance
• The lower left contains contact data.
• The lower right contains a notes section and CRM features (groups, flags)

Investments

• Click on the Investments tab to view fund info

Provider Breakdown

• The Provider tab breaks down provider by relation or service and compensation.

Participants

• View participant history broken down by active, retired and deceased.

Features

• View plan features

Retirement Dash