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Key Participant Functions
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Key Plan Sponsor Functions
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Evaluate retirement needs (how much should I be
saving & where)
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Enroll, change or terminate employee
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Evaluate plan features (which features are appropriate
for me)
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Create and balance payroll contribution transmission
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Evaluate investment options (for participants electing
own investment options)
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Download forms
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Enroll and make changes to plan
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Create hardship withdrawal, loans and in-service
distributions
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Contact adviser for assistance
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Evaluate plan profile (participation rates, contribution
levels, investment mix, fees and expenses, etc.) with benchmarks or target levels
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View participant statement
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Review and update compliance and administration
history and schedule
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FAQ
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Access details of investment options
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Determine plan features and options available and
associated rules
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Usability
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Usability
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Organization/Navigation
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Organization/Navigation
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Calculated to be understood
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Calculated to be understood
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Help and aids to use
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Help and aids to use
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Appeal
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Behavior Centric
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Behavior Centric
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For non participant
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For plan administrator
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For participant
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For employee support
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For pre-retiree
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For evaluating investment options
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Consistency
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Consistency
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Deductions, if any
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Deductions, if any
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Currency
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Currency
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Deductions, if any
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Deductions, if any
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