PlanView Portal Training Library
Training Guides
Meet PlanView Portal: Our award-winning platform
Plan Health
Plan Health provides a snapshot of key metrics in your plan. Explore data within different time frames and filters, then download presentation-ready graphics to share with your team.
On-Demand Reporting
On-Demand Reporting (ODR) provides plan sponsors access to retirement data for their plans. Choose from 60 prebuilt reports, or create a custom report to analyze how participants use plan features.
Plan Activity
Your Plan Activity dashboard allows you to monitor and manage all requests across Plan and Participant Inquiries, Loan Delinquency Reports, and Call Logs.
User Access and Permissions
User Access System (UAS) allows authorized approvers to grant, revoke, or make adjustments to what a user can access within PlanView Portal.
Contribution Manager
Review and approve contribution and loan repayment totals.
Nonqualified Deferred Compensation Reporting
Generate and download reports covering both plan-level and participant-level information, such as activity, balances, enrollment, and more.
Participant Lookup (CAIS)
Search, view, and modify participant data with Participant Lookup (formerly known as Client Access Inquiry System).
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