Just a Click Away
Through the Workstation, you can view and sort plan and participant data through the Participant Data tab and manage Your Profile right online.

	Participant Data Through the Participant Data tab you can access plan and participant across all your retirement plans at once to effectively market your services to participants on a timely basis. Search Options • Search all your Plans or a specific plan • Look up plans by recordkeeper • Search all participants or a specific participant • Filter participants results by account balance, age or employment status Result & Report Options • Model results and narrow data results options right online • Download participant data into Excel • Track & monitor activity

	Your Profile You can view and manage your profile right online through the Your Profile tab. • Change your password • Update your contact information