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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.

Webinars-SponsorandTPA-icon  Plan Sponsor and TPA Training

Whether you are learning the basics or exploring advanced topics, we’ve got you covered.

Overview of features and functions:

  • Site navigation
  • Reports and education
  • Participant Interface View

Sponsor-level access view of information including:

  • Participant account creation and maintenance
  • Contribution submission
  • Investment elections and trades
  • Loan and distribution requests
  • Transaction review and approval at a Sponsor level
  • Reports, Extracts and Statements
  • Using the Enrollment Wizard

TPA-level access view of information including:

  • Where and how to enter Covered Service Provider (CSP) profile data
  • Transaction review and approval at TPA level

Webinars-Advisor-icon  Advisor Training

Are you looking to increase the efficiency of your practice? Whether you are learning the basics or exploring advanced topics, we’ve got you covered.

Overview of features and functions:

  • Site navigation
  • Authorized agent vs. governing advisor
  • 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 / sources / allocation
  • Investment elections and past trades
  • Loan and distribution requests

Plan-level access view of information including:

  • Investment balances
  • Available investments
  • Loan and distribution requests
  • Reports and exports

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