To access the "Reports" page, log in to your employer portal and navigate to the "Reports" tab. From the "Reports" page, you can view several different types of reports:
- Plan Executive Summary
- Contribution Report
- Deferrals & Eligibility Report
- Plan Roster Report
- Participant Balance Report
- Participant Loan Report
To view a specific report, simply select the Run report button, and then click Download. The report you select will automatically be downloaded.