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Key Participant Functions
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Key Plan Sponsor Functions
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Enroll
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Enroll employee
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Make changes
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Enter eligible/terminate employee
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Evaluate retirement needs (how much should I be saving & where)
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Update participant data
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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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Contact adviser for assistance
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Create hardship withdrawal, loans and in-service distributions
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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 about plan
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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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