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.

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