P&A Group, Retirement Plan Services

Re-designed Retirement Portal Offers Improved Layout & Functionality

Dashboard - new retirement portal - track retirement

 

Dashboard - new retirement portal -portfolio & recent activity

Recently, P&A Retirement Plan Services overhauled the participant portal* and replaced it with a refreshed layout.  Increasing user convenience and ease remained at the forefront of this re-model, and the new layout provides intuitive functionality embedded in a more aesthetically-minded design.  With a simplified navigation, the participant dashboard offers everything from viewing your account balance, to making changes to your investment choices and transferring money between funds.  You can even contact your Plan’s Financial Advisor directly once you’re logged into the portal.

While we hope participants enjoy the new portal, we’ll let you make up your own mind.  Interested in viewing the new design?  Take a peek for yourself.

*This portal is accessible to P&A Group clients who obtain recordkeeping/investment platform services from P&A Group.

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