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If you need to access data for an individual employee the Secure Administrator Web Center can assist you with this task as well. Some of the benefits of accessing Individual Employee Accounts are:


This screen provides information such as Employee/Employer accumulation totals per contract, current premium allocations, total premiums paid, last premium paid, year-to-date premiums, and grandfathered amounts.


You can perform a TDA calculation to view online and/or have copies mailed to you and/or your employees.


Use this function to provide us with the termination date for a specific employee. That way if that employee ever requests a cash withdrawal, we will not need to contact you in order to provide the termination information. If the employee has delayed vesting contracts you will be prompted to enter what percent is vested.


Use this function to tell us when employees become vested. Text to come.


Use this function to provide "rehire" dates for employees that were previously terminated.


You can also obtain information by contacting the Administrator Telephone Center at 888 842-7782. Consultants are available Monday through Friday, from 8:00 a.m. - 8:00 p.m. ET.


Tricks of the Trade
    Getting started
    Online custom reports
         Create a new report
         Navigate a report
         Create a custom report
         View/edit previously run reports
         Scheduling a report to run automatically
         E-mail notification
         Export/save/print
    Accessing individual accounts