You can track plan activity, total contributions, and other key data in the Reports section of your Plan Sponsor Dashboard. This section provides valuable insights into plan performance, participant activity, and financial details.
To access reports:
- Navigate to the Reports section in your dashboard.
- Select the relevant report type based on the data you need.
- Apply filters, such as date range or participant details, if available.
- Run and download the report for review.
Regularly reviewing these reports helps plan sponsors stay informed, ensure compliance, and manage contributions effectively.
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