Monday, June 24, 2019

Gain Valuable Insight from the Enhanced Plan Health Report

The new customizable Plan Health Report, now updated with even more key data points, provides a clear picture of a plan’s performance and activity. You have the choice to either view all, or select specific sections, to create a streamlined report that fits your needs and helps you better understand the state of your retirement plan. Insights & Benchmarks pages offer you a peek into how your plan compares with others across our platform, allowing you to identify whether factors such as participation rate or plan design are in line with other plans. Keep an eye on the health and progress of your retirement plan by generating a report at any time from your plan website’s dashboard.