| Internet Access for Daily and Balance Forward Plans! Watch a 2 minute overview |
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| Create your year-end census in a snap! Watch a brief overview |
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Maintaining Control of Your Data
Gemini enables you to offer participant and plan sponsor internet access with the same power and sophistication as the largest insurance and investment firms without incurring sizeable expenses, losing control of your data or needing to maintain complicated hardware. You can also offer separate access to brokers or advisors.
Gemini Participant Account Access
Custom Participant Access Web Site
You can easily create highly professional looking websites for your clients with Gemini. Customizing colors, fonts and adding client logos is easy as well as tailoring menus to fit each plan’s options.
Additional features include:
- Online statements
- Participant level fund performance (individual rates of returns)
- Customized messages
- Auto rebalance features
- Options to download forms
- Additional links and web pages are easily added.
Education and Planning
With direct links to services such as Morningstar®, MasteryPoint and Newkirk’s Fund Central, participants have easy access to quality educational and planning tools. Participants can run their data through the various financial models to project future savings.
Gemini Plan Sponsor Site
Plan Sponsor sites can easily be customized in the same manner as the participant access site. Sponsors can conveniently access plan data such as plan specifications, static data, information on available investment options, asset information and asset allocations by fund and source, transactional information and participant level data as well. Sponsors can upload payroll and census files as well as download historical statements and related documents.
Advisor/Broker Access
Similar to the Plan Sponsor Site, you can provide your advisors with specific access to only their plans to review plan and participant level data.
Plan Sponsor Site for Balance Forward Plans
For TPAs tired of emailing data back and forth with clients -you can offer your plan sponsors the ability to download prior valuations and statements as well as upload payroll and census files.
