Employees Tab

While in the “Plans” tab and click on the employee’s tab to view your list of employees. 

Each employee listed will have a checkmark next to their name if they are currently participating in the plan. 

  • Status: This column will show all possible employee statuses. 
  • Balance Column: This will show an employee's balance if any.
  • Investments Column: This will show the employee's current investment selection.

Filter Through Employees

Use the drop-down menu to filter through the employee’s statuses:

  • Eligible
  • Pending
  • Awaiting Entry Date
  • Ineligible
  • Terminated
  • Terminated With Balance


You may also search for employees by name using the search field.


Clicking on an employee's name will bring you to a separate page where you can find the following tabs:

  • Balance
  • Transactions
  • Holdings
  • Performance
  • Statements


Balance Tab

You will be able to see the employee's Age, Eligibility, and Registration status.


You will also be able to view the employee's balance, which is :

  • Employee Contribution Balance total: Pre-tax or Roth
  • Rollover Balance
  • Employer Contribution Balance total: Unvested and Vested
  • Current Loan Balances - if any

To the right of your screen, you will see additional information, such as: 

  • Deferral Election amounts
  • Total contributions for the year
  • Their selected investment information
  • If they have selected a beneficiary
  • Email and contact information

Transactions Tab

The transactions tab will show the employee's Pending and Completed transactions. This view can be set to reflect 30 days, 90 days, and Year-to-date transactions. The view can also be filtered by:

  • Adjustments
  • Contributions
  • Dividends 
  • Fees
  • Loans 
  • Other 
  • Transfers 
  • Withdrawals
  • All Transactions


Holdings Tab

View the employee's current positions, which will show:

  • Funds
  • Portion
  • Position
  • Asset Class
  • Expense Ratio


Performance Tab

 View the account performance showcased by a structured timeline.


Statements Tab

View and download the individual's available statements; these will be listed by Quarter. 


We hope you found this article to be helpful. If you need additional assistance, please contact us a clientsuccess@vestwell.com