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Loans and Distributions

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Viewing/Printing a Participant Loan Amortization Schedule
To view a new or existing participant loan schedule, please follow these steps: Log in with your access credentials to the Plan Sponsor Dashboard here . From the Plan Sponsor Dashboard, select Employee Management  then sub-selection Fin...
 Sponsor Approval of Participant Loan Requests
For a brief tutorial on how to approve participant loan request, please watch our quick interactive video.
Sponsor Approval of Participant Distribution Requests
If you have received notification that an employee is requesting a distribution/withdrawal from their retirement account, the request must be approved by a authorized signer.  You can be considered an authorized signer if you have received the ...
Non-Discrimination Testing & Corrective Distributions
The IRS requires that retirement plans perform annual non-discrimination tests to ensure that the benefits from a company’s 401(k) plan are widely shared. This is done to make sure that the retirement plan doesn’t disproportionately favo...
Mandatory Distributions
If your plan has an automatic cash out and/or rollover provision, we will periodically review the plan and notify terminated participants who have a balance below the plan's cash-out threshold that they must take action on their retirement accou...