PLAN SPONSOR Resources
Along with our experienced in-house team of 401(k) specialists, our state-of-the-art technology ensures that we can provide you and your employees with exceptional customer service. Capital’s interactive website makes it easy for you to sponsor a plan!
You will have access to Capital’s secure plan sponsor web from which you can:
- Obtain daily information about your plan’s account balances by fund and by source.
- Obtain fund information and fund performance data, with easy links to Morningstar fund summaries.
- Upload payroll files and receive immediate notification of any problems.
- Generate on-demand statements and reports about your plan.
- Download important plan documents and forms.
- View each participant’s account and modify address and beneficiary information.
- Approve or submit distribution requests for terminated employees.
- Receive email notifications if participants change their deferral election or personal information.
- View recent transactions to verify contributions and distributions.
Technology - so that you have the information you want, when you want it.