Manage participants

Tip: Use either of these options to upload work email addresses so we can send personalized, educational messages. In some cases, we can also email your plan's required notices.

Upload a file

Your file can contain any combination of:

Employee data, including email addresses
Contribution amounts
Loan information

Manually enter data

Add or update participants

You can keep your participant data up-to-date by adding or updating one participant at a time.

Want to promote your plan?

Help your participants reach their retirement goals. Find out how.