Plan Sponsor Web

Your resource for managing your small business retirement plan.

Plan Sponsor Web (PSW) provides plan administrators and small business owners with the tools you need to administer your retirement plan online. There's no fee for this service and online administration allows you to make changes when it's convenient for you.

Features include:
  • Real time contributions
  • Setup new accounts and participants
  • Perform updates and maintenance on accounts and investments
  • Research important plan information
  • Access on-demand reports

Are you an existing Small Business Retirement Plan customer interested in using Plan Sponsor Web?

  • Enroll in Plan Sponsor Web by calling 1-800-492-7670 Monday through Friday 8 a.m. to 8 p.m. ET.

  • Representatives will assist you with the necessary enrollment form and answer any questions you have about PSW.