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

Data Security

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.


An error has occurred. This application may no longer respond until reloaded. Reload 🗙