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
AFS ePlan 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 SSAE 16 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.