Gemini Plan Sponsor and Participant Web Portals
How Web Portals Change Your Life (at work):
- Save time and money by automating the collection of clean, scrubbed census data
- House all your administrative forms electronically in one place where clients can access them immediately without contacting you
- Post compliance test results
- Publish documents from DGEM for client access
- Reduce trips to the post-office and decrease mailing expenses
- Data Validation assists your sponsors in submitting accurate census data
- Avoid tedious manual entry! Let the system do the work with automated collection & population of census data directly into the DC/401(k) Valuation System
- Keep track of your data collection process and communicate easily with your clients with the additional integration of the ASC Client & Task Tracking System
Create a highly professional web presentation for your clients with Gemini. Customizing colors, fonts and adding client logos is easy as well as tailoring menus to fit each plan. Portals are available regardless the recordkeeping method (i.e. daily, balance forward, outsourced).
In addition to all of the customization features, you can provide participants with:
- Participant level rates of return
- Online statements
- Online enrollment and deferral changes
- Auto rebalance
- Ability to initiate loans and distributions online
- Ability to download forms and other information
- Retirement projections
Other available links provide participants with easy access to quality educational and planning tools. Any additional links can easily be added.
Plan Sponsor sites can easily be customized in the same manner as the participant access site. Sponsors can conveniently access plan level data such as plan specifications, 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.
Similar to the Plan Sponsor Site, you can provide your advisors with specific access to only their plans with a single logon ID.
