Plan Access Quick reference guide

Plan Access Quick reference guide

Newsletter Welcome to Plan Access! Once you log in, you ll notice two menus on the home page: the main menu at the top of the page, and a sub-menu running below your plan name. The three main sections of Plan Access are: 1 Plan Administration 2 Reporting 3 Message Center The sub-menu below your plan name shows the different pages available in each section. For a full site map, flip to the back of this guide. Use the following pages as a cheat sheet to help you navigate to some of the most frequently used functions on the site.

Payroll Import a payroll file Plan Administration > Payroll Click Add New Payroll, and select Import. Follow Import wizard. Add a payroll manually Plan Administration > Payroll Click Add New Payroll, and select Manual. Use the wizard to pick your participant list and enter contribution amounts. Model a new payroll from an existing submission Plan Administration > Payroll Search for the existing payroll you wish to model in the list. Next to that file, click Actions, and select Model. Edit a payroll file that has not yet transmitted Plan Administration > Payroll Search for the payroll you wish to edit in the list. Next to that file, click Actions, and select Edit. Payroll

Reports See all activity in my plan for a specific time frame (including beginning and ending balances) Reporting > Plan Summary Report View and print my quarterly reports Reporting > Standard Reports Get a snapshot of my plan for the investment board Plan Administration > Plan Information Plan Documents > Plan Service Review Download investment performance Plan Information > Investment Options Print Table Expanded View Create my own reports Reporting > Custom Reports Your quarterly Plan Service Review is a dynamic tool for managing your plan. It helps you monitor your plan s investment performance and conduct periodic plan reviews, both important components of the fiduciary process. Reports

Administration Submit a distribution or loan request Distributions and loan requests are initiated by the participant by filling out a paper form for you to sign and submit by fax, email or mail. Paperless options are also available, allowing your participants to submit requests online. Talk to your MassMutual representative for more information. To download administrative forms, go to: Plan Administration > Plan Tools > Forms & Manuals Freeze a loan and obtain a payoff amount Plan Administration > Loans > Calculate See how much a participant can take out for a loan Plan Administration > Loans > Model a Loan Access administration and user guides Plan Administration > Plan Tools > Resources Administration

Participants Enroll a new participant If your participants have given you completed enrollment forms, you can add them to the system using the following process. Paperless enrollment options are also available, allowing your participants to enroll themselves online. Talk to your MassMutual representative for more information. Update participant information Plan Administration > Participants Search for participant in the list; click his or her name and select Participant Information. Use the wizard to update account information. Plan Administration > Participants Click Add New Participant, and select Manual. After adding your participants, update their contribution and investment allocations using the process that follows. Participants

Participants (Continued) View a participant statement Plan Administration > Participants Search for participant in the list; click his or her name, and select Statements. View or add messages on participant website Message Center > Add New Message

Site map Plan Administration Summary Payroll Participants Loans Withdrawals Withdrawal Requests* Withdrawal History Financials Plan Assets YTD Employer and Employee Contributions Plan Holding Accounts Plan Information Investment Options Contacts Plan Documents Compliance Compliance Testing* Disclosures Plan Tools News Forms & Manuals Fiduciary Assure* Resources Fiduciary Worksheets Reporting Summary Standard Reports Plan Summary Reports Custom Reports Plan Confirm Statement Audit Package Audit Reports Audit Documentation Message Center * These items will display only if you have elected the corresponding optional services.

Need more help? For detailed information, go to Plan Administration > Plan Tools > Resources. Here you will find guides on a variety of topics including: Step-by-step payroll processing Step-by-step adding and updating Need more help? participant information Plan Administration Contact us Your MassMutual representative is here to help. Call 1-800-637-6444, or go to Plan Administration > Plan Information > Contacts to see the name and direct phone number of your Account Manager. Available reports and how to use them Detailed Plan Access brochure

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2014 Massachusetts Mutual Life Insurance Company, Springfield, MA 01111-0001. All rights reserved. www.massmutual.com. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) [of which Retirement Services is a division] and its affiliated companies and sales representatives. RS5702 1114 C:35102-00