This Quick Reference Guide outlines some of the basic functionality to help you find what you need in a snap. For more additional assistance, click the Help link in the top right navigation menu. If you are already registered, simply enter your user ID and password in the fields provided and click “Log In.” If you are new to Plan Sponsor Online, you will need to register by providing us a little information about yourself and the plan or plans you would like to access. PLAN SPONSOR ONLINE Quick Reference Guide Detailed plan information available twenty-four hours a day, seven days a week. New Log In Screen Getting Started The My Plans page is your dashboard for information and tools necessary for the management of your plan. Plans are summarized center screen with Plan Name, Administrator and Plan Assets. Click the plan number to open the Plan Summary page. The top navigation bar gives you access to details about your profile, the Help section, a link to contact the Plan Sponsor Service team through “Contact Us,” as well as a link to the VALIC web site. My Plans Account Information New User Registration Enter your user ID and password and click “Log In” Click “Register Now” for new user access Select your desired service Indicate your authorization to act on behalf of your employer and click “Submit.” Enter your contact information so we can contact you with your online credentials. Points of Interest: To register, click the “Register Now” button. Complete the registration form by indicating the type of service along with your contact information and click “Submit.” You will receive a separate e-mail with your User ID and Password after your access has been established. The Contribution Remittance section provides single sign-on access to VALIC’s eRemit and Retirement Manager web sites (if configured for use with your plan). At the top of every page Participant Search allows you to search for a plan participant by Social Security Number, Account Number or Name. 1 2 3 4 5 Your available plans Participant Search Links to Contribution Remittance and Retirement Manager Sites if active on your plan Points of Interest: 1 2 3 1 2 3 4 5 1 2 3
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This Quick Reference Guide outlines some of the basic functionality to help you find what you need in a snap. For more additional assistance, click the Help link in the top right navigation menu.
If you are already registered, simply enter your user ID and password in the fields provided and click “Log In.”
If you are new to Plan Sponsor Online, you will need to register by providing us a little information about yourself and the plan or plans you would like to access.
PLAN SPONSOR ONLINEQuick Reference Guide
Detailed plan information available twenty-four hours a day, seven days a week.
New Log In Screen
Getting Started
The My Plans page is your dashboard for information and tools necessary for the management of your plan. Plans are summarized center screen with Plan Name, Administrator and Plan Assets. Click the plan number to open the Plan Summary page.
The top navigation bar gives you access to details about your profile, the Help section, a link to contact the Plan Sponsor Service team through “Contact Us,” as well as a link to the VALIC web site.
My Plans
Account Information
New User Registration
Enter your user ID and password and click “Log In”
Click “Register Now” for new user access
Select your desired service
Indicate your authorization to act on behalf of your employer and click “Submit.”
Enter your contact information so we can contact you with your online credentials.
Points of Interest:To register, click the “Register Now” button.
Complete the registration form by indicating the type of service along with your contact information and click “Submit.” You will receive a separate e-mail with your User ID and Password after your access has been established.
The Contribution Remittance section provides single sign-on access to VALIC’s eRemit and Retirement Manager web sites (if configured for use with your plan). At the top of every page Participant Search allows you to search for a plan participant by Social Security Number, Account Number or Name.
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Your available plans
Participant Search
Links to Contribution Remittance and Retirement Manager Sites if active on your plan
Points of Interest:
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Participant details
Account Information and Loan Information tabs
Plan Summary
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The Plan Summary page provides information specific to each plan. By default, the page opens to the Asset Allocation table to provide you with a graphic representation of the funds within the plan. Click the appropriate tab for alternate views including Assets by Contribution, Assets by Fund and Fund Information.
Fund performance information is available by clicking the appropriate links on the Fund Information tab.
This page provides detailed information specific to any participant within your plan. This page is accessed via the Participant Search function on the My Plans page. Individual accounts are listed in table view along with participant information below. Click on the account number to access the Account Details page. Click the Loan Information tab for an alternate view providing available loan data.
The Account Details page provides detailed account level information including the current account investments. Click on the Transaction History tab to view transaction history related to the account.
Plan Summary
Participant Summary
Account Details
Plan Sponsor Online Quick Reference Guide
Participant Summary
Account Information
Plan Summary
Points of Interest:
Plan Details
Points of Interest:
Asset Allocation Detail - Also available: Assets by Contribution, Assets by Fund and Fund Information.
Left Navigation Menu1
Plan Selection Menu
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Account Information and Transaction History tabs
Account Detail Information
Current Account Investments
Points of Interest:
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Report Filters and Page Navigation
Points of Interest:
Completed, Pending and Recurring Reports Tabs
Report Details
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My Reports
This section provides access to a wide range of reports necessary for the management of your plan. The default view is the Completed tab where previously generated reports can be found. You may view Pending Reports as well as Recurring Reports by clicking the appropriate tab.
My Reports
Plan Sponsor Online Quick Reference Guide
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DataPlus gives you the ability to generate reports based on specific census, loan or transaction details. If you would like to run the reports on a regular basis, DataPlus also allows you to save your specifications as a template to be run at a future date or even select a schedule and be notified by e-mail when your report is ready for viewing. Reports can be generated at either the participant or plan level and have the ability to filter and include a wide assortment of fields. Please note that for reporting purposes and depending on the report type, certain fields may be required or possibly unavailable. In this case, the associated check box will be grayed out.
DataPlus
DataPlus - Step 1
Select the desired plan for the report.
Points of Interest:
Select the type of report you would like: Participant, Plan Assets or a previously defined Saved Profile.
Indicate which sub-group, if any, you would like on the report.
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Step 1: Define Report Type
DataPlus continues on page 4.
Use the Schedule a Report link to request a report. You are able to request one-time or recurring reports through this feature.
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Step 2: Define Report Filters and Fields - Participant Report
Step 2: Participant Report
By selecting the Participant Report in Step 1 you will be prompted to filter and select Participant related fields you would like included on the report.
In addition to standard demographic information like Name, Social Security Number and Account number the following field categories are available: Census, Financial, Loan and Transaction History. You may also combine Census with either Financial, Loan or Transaction fields.
Points of Interest:
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Standard participant information
Click to reveal Census, Financial, Loan and Transaction options.
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File Upload Utility
Contact Information and Comment box
Page 4 of 5 Plan Sponsor Online Quick Reference Guide
Census File Upload
If VALIC is providing plan compliance services, you can upload your census file using this feature. To upload a census file, simply click the “Census File Upload” link, complete the form and click “Upload File.”
Census File Upload
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Forms available for the selected plan
Plan Forms
This page provides access to available forms for your plan
Plan Forms
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Step 3: Finalize and Submit Your Report
In the third and final step you will name your report, decide if you would like to save it for future use and indicate if you would like to receive an e-mail once it is ready for viewing.
Once you are ready to generate your report click the button titled “Submit Your Report”
Assign a name for your new report
Check box to save for future use
Elect this option to be notified via e-mail once your report is ready for viewing
Points of Interest:
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Step 3: Finalize and Submit Your Report
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By selecting the Plan Asset Report in Step 1 you will be prompted to filter and select Plan Asset related fields you would like included on the report.
Fund Name, Contribution Source Type and Report Range are some examples of available fields on this report.
Step 2: Define Report Filters and Fields - Plan Asset Report
Step 2: Plan Assets
Funds within the plan
Available contribution source types
Date range options
Points of Interest:
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Advisors servicing the specified plan
Filter criteria
Advisor contact information
Compliance Testing available for the specified plan
Filter criteria
Compliance Testing details
Available Plan Documents
Filter Criteria
Plan Document Details
Plan Documents
This page provides access to available plan documents, amendments and other information related to the management of your plan(s).
Plan Documents
If VALIC is providing plan compliance services, this section provides access to your final testing package.
Compliance Testing
Compliance Testing
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This page provides easy access to contact information for those advisors servicing your plans.
Advisor Contacts
Advisor Contact Page
Points of Interest:
Page 5 of 5 Plan Sponsor Online Quick Reference Guide
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Notes
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