NOVEMBER 13, 2017
See the New Retirement Plan Health Dashboard and More on the Enhanced PlanPremier® PartnerLink® Website
The Plan Health Dashboard on the PlanPremier PartnerLink site provides visual plan analytics, including participation and contribution rates, lifetime income score and investment allocations. Detailed breakdowns by different segments — such as age, gender and salary — can help track and improve the health of each plan.
In addition to the dashboard, other improvements you’ll find on PartnerLink include:
• File sharing portal — Allows advisors, plan sponsors and TPAs to share files with one another (Word, Excel,® Powerpoint®).
• Enhanced site navigation — Improved page layout and organization makes the site more intuitive.
These new features are also available to plan sponsors on the Plan Service Center. In addition, the plan participant website was upgraded in November. A personalized retirement income tool and learning center can help participants evaluate and improve their retirement readiness. We have been notifying sponsors and participants about these enhancements since October.
If you have any questions, please call us at (877) 872-5159.