Webinar training for TPAs, advisors and plan sponsors.

Join us for a demonstration of all of the features and functions available through the InvestLink user portals.

TPA Training

  • Site navigation
  • How to access plan options
  • Transaction review
  • Where and how to enter CSP profile data
  • Administrator-level reports and exports

Plan sponsor-level access and the features and functions, including:

  • Participant account creation and maintenance
  • Transaction approval
  • Contribution entry and review
  • Reports and Exports

Features of participant-level access, including:

  • Using the Enrollment Wizard
  • Account maintenance
  • Investment elections and trades
  • Loan and distribution requests
  • Reports and education

Register

Advisor Training

  • Site navigation
  • Authorized agent vs. governing advisor
  • Participant account creation and maintenance
  • Where and how to enter Covered Service Provider (CSP) profile data
  • Reports and exports

Participant-level access view of information including:

  • Census data
  • Account balances / contributions / sources / allocation
  • Investment elections and past trades
  • Loan and distribution requests
  • Reports and education

Plan-level access view of information including:

  • Investment balances
  • Available investments
  • Investment elections and past trades
  • Loan and distribution requests
  • Reports and exports

Register

Plan Sponsor Training

  • Site navigation
  • Participant account creation and maintenance

Participant-level access, features and functions including:

  • Using the enrollment wizard
  • Account maintenance
  • Investment elections and trades
  • Loan and distribution requests
  • Reports and education

Features and functions available through the participant user portal

  • Transaction approval, contribution entry and review
  • Plan sponsor level reports and exports

Register

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