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. Participant and plan sponsor reports can be viewed and printed daily, monthly, quarterly or annually.
Pentegra OnLine’s landing page provides a snapshot of your plan as of the most recent market valuation. From there sponsors can move to a variety of other sections on the site, most of which allow for downloading of data to Microsoft Excel so reports can be customized or printed as needed.
Pentegra OnLine provides plan sponsors with access to:
- 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