To view a specific participant transaction, please follow these steps:
Log in with your access credentials to the Plan Sponsor Dashboard here.
From the Plan Sponsor Dashboard, select Transactions then sub-selection Research All Transactions.
You may begin to refine your Plan transaction search (the defaults are set to “All”) by selecting the “Investment,” “Source,” “Transactions to Display,” and “Transaction status” box options. You may also initiate a transaction search by individual Participant by entering the Participant’s social security number. It is important also to specify the “Start date” and End date” of your entries above.
Once your transaction search criteria above is completed, click on SUBMIT
results will then appear at the bottom of the web page.
Plan Sponsors with employee viewing/editing rights, searching for individual participant
transactions may also be accomplished as follows:
From the Plan Sponsor Dashboard, select the Employee Management tab and then sub-selection Find Employee.
Enter an employee search criteria, such as “Last name” or “SS#,” and then click on SUBMIT
Select the Participant dashboard tab Manage My Account and the sub-selection View Transactions.
Follow the same search refinement instruction in item 3. of the above
Sentinel Benefits & Financial Group and eMoney Advisor, LLC, Broadridge Investor Communication Solutions, Inc., and Zywave, Inc. are separate, unaffiliated companies that are not responsible for each other's services and products.
Financial planning and investment advice are offered through Sentinel Pension Advisors, Inc., an SEC registered investment advisor. Insurance products offered through Sentinel Insurance Agency, Inc. Investment brokerage services offered through Sentinel Securities, Inc. Member FINRA & SIPC. Sentinel Benefits & Financial Group is the brand name for the Sentinel family of companies which includes Sentinel Benefits Group, Inc., Sentinel Pension Advisors, Inc., Sentinel Insurance Agency, Inc., and Sentinel Securities, Inc.
Sentinel Benefits & Financial Group and its affiliates do not provide tax advice. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. The information provided is for educational and informational purposes only and is not intended, nor should it be interpreted, as an offer, solicitation, or recommendation to purchase or sell any security mentioned.