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