Plan Support
When you choose Financial Management Solutions , you will be provided with an Account Executive who will be your single point of contact for any questions you may have about the services you receive.
As part of Financial Management Solutions offering, plan sponsors can take advantage of the Sponsor Access website. The Sponsor Access website gives your clients the effectiveness, flexibility and streamlined administrative processes, which reduce paperwork and the manual processing associated with running 401(k) plans.
Some of the Plan Sponsor Functions include...
• Edit and configure employee data
• Review Plan activity
• Process Contributions
• View Participant Activity
• Access Forms and Reports
