- Access and print account statements, reports, information, and announcements
- View ESOP informational documents
- Download and upload essential forms
- Update personal and contact information
Plan Sponsors can:
- Distribute paperless statements, reports, and updates
- Offer and accept electronic forms
- Create a fiduciary resource center
- Manage plan participants
Quick Communication Exchange
With an ESOPAccess portal, you can streamline communication to your participants and enable employees to obtain their personal plan details—without requiring staff time to locate the paperwork, pull the data and provide the information.
Once time consuming, employee inquiries and paperwork can be viewed online, printed, or downloaded 24/7. Centralized viewing means employees can access their personal participant accounts, annual statements, or even a searchable ESOP FAQ database for their basic questions.
Secure Vault in The Cloud
ESOPAccess is web-based, accessible with secure login information anywhere. There’s no special software to install, and no hardware to purchase. Just login with your company’s unique web address from your computer’s browser, and manage your ESOP in seconds. The easily navigable page layout and database include easy access to ESOP documents and the most recent contact information for plan participants. Think of your Focus Pension ESOPAccess portal as an online vault for all plan and individual documents.
ESOPAccess lets you view and manage the participants in your organization instantly. When an employee leaves the company, or returns after a break from employment with the organization, there’s no need to complete complicated forms or fax sensitive information. Enable or disable employees as needed and the information comes straight to your Focus Pension team.