If you need more information on terminated employees beyond what’s shown in the Plan Sponsor Dashboard, you can generate a report to view their account balances.
Follow these steps to identify terminated accounts that remain funded:
- Go to the Reports section.
- Select the Participant Master report.
- Choose a date range.
- Click "Run a Report".
Once the report has been generated, return to the Reports page and refresh the page to ensure the CSV file is ready for download.
Running this report helps plan sponsors track terminated employees with remaining balances and manage plan assets effectively.
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