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401(k) Factory Plan Access Page

PENSERVCO, Inc. ABC, Inc.

Home   Participant Access   Plan Sponsor Access   Retirement Information   Financial Professional Access   TPA Access

Section Guide   TPA Email   Proposals   Fund Line-ups   Products   Plan Set Up   Access Your Plans   Administer a Plan   Participant Account Access   Approvals   Mass Email   Forms   Administrative Guide   Register a Financial Professional   Contact Us

Access Your Plans Access Your Plans Options Plan Summary View vital plan statistics at-a-glance such as total plan balances, current average contribution rates, and plan investment options. Enrollment Guide Download a customized enrollment guide for the plan.  This is an ideal tool for enrollment meetings, or distribute to employees as they become eligible for participation in the plan. Plan Enrollment Form Download pre-filled plan enrollment forms that can be used during enrollment meetings to gather participant enrollment date, to be keyed into the system later by you. Plan Statements Download quarterly PDF statements for the entire plan. Plan Sponsor Emails A message center containing all emails sent to the plan sponsor for the plan. Participant Account Inquires Search by participant, and view account information such as account summary, loan details, personal information, and account statements. Plan Reports View plan information through a variety of reports including assets by fund, plan valuation, trustee reports, and payroll contributions.

401(k) Factory Plan Administration Page

PENSERVCO, Inc. ABC, Inc.

Home   Participant Access   Plan Sponsor Access   Retirement Information   Financial Professional Access   TPA Access

Section Guide   TPA Email   Proposals   Fund Line-ups   Products   Plan Set Up   Access Your Plans Administer a Plan Contribution Processing Census Quick Enroll Enrollment Upload Vesting Maintenance Approvals Change SSN Change Entry Dates Add Money Source Plan Edits Downloads   Participant Account Access   Approvals   Mass Email   Forms   Administrative Guide   Register a Financial Professional   Contact Us

Administer a Plan The following administration functions are available.   Contribution Processing Process contributions for current payrolls. Census Edit current census information or add new participants to census. Quick Enrollment Enroll an eligible employee in the plan, allocations will be set 100% to the plans's default fund. Approvals Approve or deny participant rollover, loan or distribution requests. Change SSN Change a participant's social security number if incorrect. Change Entry Date Change either Enrollment or Entry dates for one or more participants in the plan. Plan Edits Access plan setup to make edits or amendments to the plan's features, or edit plan data such as Bank Information.

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