Our Technology - Deferral.com
The Deferral.com web site provides a single location for anything plan-related.
Online Participant Features
Participants have online access to:
- Enroll annually
- Reallocate investments balances and contributions
- View account balances and plan activity reports
- View elections and scheduled distributions
- View and update personal profile information
- View and download plan documents
Online Sponsor Features
Deferral Plan Services offers the plan sponsor a comprehensive suite of online features providing access to:
- Participant Census
- Participant Elections
- Account Balances
- Transaction Activity
- Asset/Liability Balances*
- Export information for off-line reporting
- Access to post and/or download posted documents/reports
We manage plan information using our industry-leading SSAE18 SOC1 audited record keeping system and data security is paramount. We use secure sever hosting facilities employed by leading institutions throughout the country with redundant power supplies, back-up, and disaster recovery capabilities.
* Requires regular asset feed from the life insurance carrier or financial institution.