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Retirement Plan Details

Written by rob g

Updated at August 18th, 2021

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In this category:

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  • Benefits Data

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

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