InvestLink
InvestLink delivers real-time, on-demand, full access to your retirement plan details, reports and fees, as well as comprehensive educational materials and investment tool.
System Details
Our 3.1.0 release will include the following features:
Enhanced Participant Account Security
Two Factor Authentication now allows all users (Participants, Advisors, Sponsors and TPAs) the option to enable an additional level of security when signing into their account.
Participant Statement - Improved Printing Capability:
We have revised our participant statement print option to mirror the layout and design of the actual participant statement page.
New! Call Center Support PIN
Participants logging into their account will be presented with a Phone Support pop-up screen requiring them to specify a unique 4 -12 digit PIN.
Platform Optimization: Plan Reporting Limits INCREASED:
Sponsors, TPAs and Advisors can now run reports and extracts for up to 3,000 plans at one time.
Platform Optimization: Job Queue and Contributions Home Page:
We have made minor adjustments in these two functions in order to improve the overall user experience.
Login for additional details of the 3.1.0 release.
Login for additional release system details and features.
Assistance
Contact your account representative for any needs
Customer Service
866.634.5873