Plan Executive Summary (For Advisors)

What is a Plan Executive Summary?

The Plan Executive Summary report provides an overview of the most important activity for the plan during each calendar year quarter.

When is the Plan Executive Summary available?

Plan Executive Summary reports are generated on a quarterly basis. A Plan Executive Summary report is generated if

  • The plan had a balance on the first or last date of the quarter OR

  • There were planned transactions with a trade date on or between the first and last days of the quarter.

This report is provided in a PDF format that sponsors, and advisors can access through the Vestwell portals. Sponsors and advisors will also receive an email when the report becomes available after the end of each quarter(starting in 2022 Q1).

How do I find the Plan Executive Summary report? 

You can access the report through the link in your email notification or you can find it directly on your Vestwell Advisor portal.

Click on the ‘Plans’ tab then click on the ‘Reports’ tab, your current Plan Executive Summary will be listed; select ‘PDF’ in order to open the report.


What is included in the Plan Executive Summary report?

The Plan Executive Summary report includes:

  • Plan Summary
  • Market Value of Accounts by Source
  • Forfeiture Account Analysis
  • Participant Overview
  • Investment Election Summary
  • Investment Value by Participant Age
  • Investment Count by Participant Age