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MVP Plan Administrators, Inc.. At the login page, you will enter the following: Click “Logon”

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Presentation on theme: "MVP Plan Administrators, Inc.. At the login page, you will enter the following: Click “Logon”"— Presentation transcript:

1 MVP Plan Administrators, Inc.

2 At the login page, you will enter the following: Click “Logon”

3 Homepage From the Homepage, you can update Advisor information, create and manage reports, assist Participants, and view account or investment performance.

4 From the Financial Advisor Options menu, click “Participant Access” Then search for a Participant by Last Name or SSN (format xxx-xx-xxxx) Click “Search” Click the Participant’s name

5 Participant Access View A new web browser will open to take you to the Participant Access Homepage. Participants see exactly what is available to them from this view. From here, you are able to view account balances, transactions and pending activity, investment information, and historical data.

6 From the Financial Advisor Options menu, click “Advisor Contact Information” There are two places to edit Advisor information: From the Financial Advisor Home section at the top of the Homepage, click “Update Account Information” OR

7 Update Advisor address, , and phone number. Click “Update Information” when finished Click “Update Information” when finished.

8 From the Financial Advisor Options menu, c lick “Change Password” Enter a new password and confirm it. **Please save your new password in a safe place Click “Change Password”

9 From the Financial Advisor Options menu, click “Contact Plan Sponsor” Choose the contact at the Plan Sponsor you wish to message from the drop box Complete the Subject and Message boxes Click “Submit”

10 To send a message to Participants, click “Participant Messaging Center” on the Financial Advisor Options menu To create, edit, or delete messages, click “Manage” next to “Message Inventory Page”

11 From the Financial Advisor Options menu, click “Investment Performance” Choose a client from the drop box and click “View” to view their investment performance

12 From the Financial Advisor Options menu, click “Unlock Participant” All currently locked Participants will be listed here by SSN/Name/Plan ID Select the Participant(s) to unlock Click “Unlock”

13 From the Financial Advisor Reports menu, you can choose to retrieve data in either PDF or Excel spreadsheet format, such as Participant and Investment demographics, census and termination reports, distributions, or even print statements on demand. All reports can be filtered by clicking the “Filter Status Codes” tab at the top of each report page

14 From the Financial Advisor Reports menu, click “Age Demographics” Choose a Plan or Select All by checking the corresponding box Edit age ranges by clicking and typing in the appropriate boxes Click “Generate”

15 Investment Demographics Check the box next to the plan you would like to view Click “Generate” You can create a PDF or Excel version of any report From the Financial Advisor Reports menu, click “Investment Demographics”

16 Employee Census From the Financial Advisor Reports menu, click “Employee Census” Choose the Plan(s) for which to generate the census A census generates with SSN, Name, Age, Address, Status, DOB, DOH, Hours, Total Balance, Vested Balance, etc. Click “Generate” To sort by Status, drag the “Status” header to the top of the report.

17 Termination Report From the Financial Advisor Reports menu, click “Termination Report” Choose the Plan(s) for which you would like to generate the report and enter a date range Click “Generate”

18 From the Financial Advisor Reports menu, click “Distribution Report” Choose the Plan(s) for which you would like to generate the report and enter a date range Click “Generate”

19 Participant Statements From the Financial Advisor Reports menu, click “Statements on Demand” Choose the Plan Enter the Participant’s SSN and dates for the statement time period Click “Generate”

20 Transaction History From the Financial Advisor Reports menu, click “Transaction History” Choose Plan(s) Enter specific sources and/or investments or click “Select All” Enter date parameters Click “Generate”

21 Cumulative Contributions From the Financial Advisor Reports menu, click “Cumulative Contributions” Choose the Plan(s) Additional report options allow you to suppress SSNs and Participants with no contributions Click “Generate”

22 From the Financial Advisor Reports menu, click “Salary Demographics” Choose the Plan(s)Enter desired salary ranges Click “Generate”

23 From the Financial Advisor Reports menu, click “Deferral Change Report” Choose the Plan(s)Enter date parameters Additional report options allow you to suppress SSNs and show only the most recent changes Click “Generate”

24 From the Financial Advisor Reports menu, click “Activity Reports” From here you can choose from two different reports: a Login Report or a User Activity Report.

25 The Login Report will allow you to review data on logins per the parameters set below Choose the Plan(s)Select filters including date and user parameters Click “Generate”

26 The User Activity Report will allow you to see data on where users spend the majority of their time when logged into the system. Click the Plan(s)Select filters including date and user parameters Click “Generate”

27 On the Main Menu, click “Logout” to exit the system


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