| Symetra has made a number of enhancements to its mutual fund 401(k) plan Web sites for participants, advisors and plan sponsors. Our Web sites provide convenient, up-to-date information, financial tools, forms and reports for all user classes. With our recent upgrades, you’ll find even more information just clicks away.
All Web site users will find something new or improved. Here are some highlights.
Participants
Plan participants will appreciate the ability to check their personal rate of return for any specified time period, including having the option to have the information calculated on a calendar-year basis.
As always, they can also rebalance their accounts, view quarterly statements, account balances and account activity, view fund profiles and prospectuses, request exchanges between funds, change fund elections, change or add beneficiary information, change address information, view loan information and use online financial calculators.
Plan Sponsors
New changes to the web site for plan sponsors include:
- Improved file uploading: gives Plan Sponsors the ability to indicate whether the file being uploaded is for:
- Contributions via ACH debit;
- Contributions via check or wire; or
- Census for Auto Enrollment.
- Ability to change addresses on behalf of participants.
- Ability to view list of outstanding participant loans at the plan level, by participant and loan balance.*
As always, plan sponsors can also view account balances, view individual participant account info including personal rate of return, request or download trust reports, view account transactions and download to .csv format, and search participants by last name or social security number.
ERISA Plan Advisors
With the update, ERISA plan advisors can now:
- View plan level info such as plan balances and assets under management.
- Request trust reports.
- Download trust reports by detail, summary, and/or TXT.
- View list of outstanding participant loans at the plan level, by participant and loan balance.
Advisors can also view plan listings, view individual participant information, search for plans or participants by name or account numbers, view individual fund performances and receive email when a new trust report is available.
Both Plan Sponsors and ERISA plan advisors can also now:
- View employer-level accounts (Advanced Employer and Forfeiture) on the Trust Report.
- Request trust reports by money type.
- View remittance details online.
- Download and export remittance details in .csv format.
Try it out
These Web site enhancements are now live and available for you, your clients and plan participants. Go to our secure sign-in page to log into your account and get started.
Symetra provides the tools to help plan sponsors, advisors and participants efficiently navigate the world of 401(k) plans. To find out how to begin offering Symetra retirement benefits, please visit www.symetra.com or contact the Sales Center at invest@symetra.com or 1-800-706-0700.
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