Plan sponsor reporting
Pentegra OnLine delivers advanced plan management and reporting tools, making it easy to manage the details of your plan and access secure plan-level information and reporting at your convenience.
- Plan-level data and activity by fund, transaction, or participant for any given time period
- Plan Activity by fund, participant or transaction date or type
- Employee election data
- Employee deferral data
- Employee demographic data
- Plan Snapshot
- Plan Participants
- Plan Provisions
- Participant census information
- Plan demographic information
- Plan investment allocations
- Daily investment performance information
- Historical fund performance
- Administrative manual and plan forms
- Plan SPD
- Participant enrollment and education materials
- Legislative and regulatory updates
- Newsletters and other educational material for sponsors
- Plan compliance reports and tools