2. TABLE OF CONTENTS
You may skip to a specific section of this presentation by
clicking on the corresponding topic below. After viewing the
selected slides, you will return to the Table of Contents.
1. Logging into Your Account
2. Web Features Overview
3. Begin Enrollment Process – Forms You Will Need
4. Updating Beneficiaries
5. Create a Secret Question to Be Able to Retrieve Login Info
6. Change Investment Elections
7. Change Contribution Amount
8. Contact Us
9. MVP Website – Resources & Tools
3. To start, go to
www.mvpplanadmin.com
Manage your account on the go!
Instructions for downloading the
MVP app for your Droid or iPhone.
5. Login Screen
Enter your social security number
(no dashes) as your User ID, unless
you have changed it
Click “Logon” 1111111111
Enter the last four digits of your
social security number as your
Password, unless you’ve changed it
6. Participant eDelivery Preferences
When logging in for the first time, you will be prompted to set your eDelivery
Preferences, such as entering an email address, receiving notifications of
changes, and receiving statements via email.
Click “Update Email Address.”
Helpful Tip: Use a
personal email address
so you will continue to
receive notifications
even if you leave your
current employer.
8. Main Toolbar
From the Main Toolbar, you can navigate the details of
your account, create and print reports or
statements, download helpful forms, and update your
profile.
9. Before we continue with the enrollment
presentation, we’d like to give you a tour of
some very useful features on the website.
10. Other Useful Features
Homepage – Quick Links
Quick Links are the most commonly used aspects of the
website, such as Investment Summary, Transaction
History, Realign Your Account, and Change Future
Elections.
11. Other Useful Features
Homepage – Account Information – Statement on Demand
You will receive quarterly statements, and they will be
located under “E-statements and Annual Disclosures.”
You can also generate statements within a desired date range.
From the “Account Information” menu, click “Statement on Demand.”
12. Other Useful Features
Account Information – Statement on Demand
Enter a date range for what data
to be displayed in the statement.
1/1/2012
12/31/2012
Or click on the calendar
icon to choose a date.
Click “Generate” to
create a statement.
13. Other Useful Features
Account Information – Statement on Demand
Your statement will appear below the date range boxes.
You can save the document as a PDF or
export the information into Excel by
clicking on the corresponding icon.
14. Other Useful Features
Homepage – Investment Information – Performance and Prospectuses
Investment Information allows you to review detailed fund
performance with a direct link to Morningstar by fund.
From the “Investment Information” menu, click “Performance and Prospectuses.”
15. Other Useful Features
Investment Information – Performance and Prospectuses
Investment Information lists all the funds available in your plan.
The chart provides performance and other
information on all of the funds offered in your plan.
Click on the “P” to access the Morningstar
website Prospectus for more details on a fund.
16. Other Useful Features
Homepage – Transactions – Web History
Web History will allow you to view your activity on the website, such
as transactions, election changes, or personal information updates.
From the “Transactions” menu, click “Web History.”
17. Other Useful Features
Transactions – Web History
Use the filter options from the drop box to locate transaction activities.
Click “Filter Pending Activity”
If you make a change, you have the option to cancel that transaction before it’s
processed. The transaction will be processed typically before 4pm each day.
18. Other Useful Features
Transactions – Web History
**IMPORTANT – The changes you made will only be processed if you
have received a confirmation like the one below.**
Please save this confirmation number
or print this page for your records.
19. Other Useful Features
Homepage – Transactions – Transaction History
Transaction History will allow you to view transactions by date range.
From the “Transactions” menu, click “Transaction History.”
20. Other Useful Features
Transactions – Transaction History
Enter a date range or choose dates from the calendars.
Click “Update.”
1/1/2012
12/31/2012
You can save the document as a PDF or export the
information into Excel by clicking on the corresponding icon.
22. Main Toolbar – Documents and Forms
If you don’t have an Enrollment Form already in front of you, download
one from the “Documents and Forms” menu, click “Enrollment Form.”
23. Enrollment Form
Depending on your Internet
browser, you may receive a
popup box or other message
prompting you to click on the
downloaded PDF document.
24. Enrollment Form Continued
Pages 3 and 4 are the
Participant Internet Notice
that provides a brief overview
by menu item of what is
available to you once you are
logged into your account.
25. Main Toolbar – Documents and Forms
You can view plan details such as
eligibility, vesting, contributions, distributions and more on the Summary
Plan Description (SPD).
From the “Documents and Forms” menu, click “View Summary Plan Description.”
Depending on your Internet
browser, you may receive a
popup box or other message
prompting you to click on the
downloaded PDF document.
26. Main Toolbar – My Profile
From the “My Profile” menu, you can update
personal and beneficiary information, change your
logon data, or set a secret question.
Click “Personal Information.”
27. My Profile – Personal Information
Update your personal information as needed
and click “Update” or “Save” where appropriate.
**Please update your personal information
with the HR Department as well. If your
employer uploads a payroll file with old
contact information on it, the file will
overwrite what you have saved online.**
28. My Profile – Beneficiary Information
We will verify your beneficiary elections to ensure your
wishes are honored. We do recommend you review your
beneficiary elections on a regular basis.
Please know, that in the event of any participant’s death, we will first verify the
participant’s marital status. Then we will review beneficiary elections. We will
compare dated paper elections, any elections the employer might have on
file, and the time/date stamped online elections.
Whichever is the latest version is the beneficiary election we will use. Of course
there are exceptions, as in a case where a participant might have elected a
beneficiary other than their legal spouse but did not receive consent from the
spouse to do so. In any event, we must perform a thorough review of all forms
and the web and verify the marital status of a deceased participant before any
benefits are paid.
So again, you have two ways in which you can change or update your
beneficiary election:
#1 Online under the “My Profile” section then choose “Beneficiary Information”
#2 Print a paper Beneficiary form which is located under the “Documents and
Forms” section.
29. My Profile – Beneficiary Information
There are two ways to update your beneficiary information:
#1 – Online from the “My Profile” menu, click “Beneficiary Information”
#2 – Online by downloading the Beneficiary Form located under “Documents and Forms”
30. My Profile – Beneficiary Information – Option #1 Online
Read the instructions on the Beneficiary Information page as different
information may be required depending on the plan.
To view/edit existing beneficiary data, click “View” next to the name of the
person you wish to edit.
To edit the percentage of an existing beneficiary, click
“Edit Share Percentage” then “Apply Changes” to save.
To add a beneficiary, click “Add Beneficiary”
and click “Continue” to save.
31. My Profile – Beneficiary Information – Option #2 Paper Form
Download the “Beneficiary Form.”
Complete the Beneficiary Form and provide
the completed form to your HR Department.
32. My Profile – Create a Secret Question and Answer
Setting a secret question will make retrieving a forgotten
password much easier. To do so, go to the “My Profile”
menu and click “Create a Secret Question and Answer”
Helpful Tip: Creating a Secret Question and Answer will save time
if you forget your Password and need to have it reset. No need to
wait on customer service to reset you!
33. My Profile – Create a Secret Question and Answer
Create a question
Type the answer to your question
Retype the answer to your question
(exactly as it is above)
Helpful Hint: Save your secret question and Click “Submit” to save.
answer in a secure location for your records.
34. Main Toolbar – Transactions
From the “Transactions” menu, you can change your deferral, future elections, model
a loan (if your plan allows loans), review history, and rebalance/realign your portfolio.
Click “Change Future Elections”
35. Transactions – Change Future Elections
To change your investment elections, enter in the desired percentage amounts
next to the corresponding fund(s). Your election percentage should total 100%.
Note that if you do not
want to change an
10
election, enter the same
percentage as before.
30
Helpful Tip: To see more
information about a
10
fund, click on the fund
name.
Click “Submit Investment
50
100.00%
Elections” to save changes
36. Transactions – Change Future Elections
You will be asked if you would like to realign your existing
account balance in addition to the future elections.
If your plan is new to MVP and the
account balances have not yet transferred
from your previous provider, you do not
have to select the investment transfer
realignment option. Your account
balance, when received, will automatically
be invested according to your current
investment elections. If no investment
election is made, your balance will be
invested in the plan’s QDIA (if applicable).
To change only future
To change existing
elections, click “No, change
elections, click “Yes, realign as
investment election only.”
well.”
37. Transactions – Change Future Elections
**IMPORTANT – The changes you made will only be processed if you
have received a confirmation like the one below.**
Please save this confirmation number
or print this page for your records.
38. Main Toolbar - Transactions
There will be one of two options available to change your contribution amount:
Option #1 – Online from the “Transactions” menu, click “Change Deferral Rate/Amount” – if this
option is not present, you must use OPTION #2
Option #2 – Online by downloading the Enrollment Form located under “Documents and Forms”
39. Transactions – Change Deferral Rate/Amount – Option #1 Online
You can change your deferral by percent or dollar amount. If you are
eligible for a catch-up amount, you can also change that by dollar.
Click on the drop box menu and select the desired option.
Click “Change Deferral Rate/Amount”
40. Transactions – Change Deferral Rate/Amount – Option #1 Online
Read the information carefully regarding the how often contributions
are made and if you are eligible for a catch-up contribution (age 50+).
Enter the amount (percentage in this
example) of how much you wish to
contribute per pay period.
Click “Submit Deferral Change”
41. Transactions – Change Deferral Rate/Amount – Option #1 Online
**IMPORTANT – The changes you made will only be processed if you
have received a confirmation like the one below.**
Please save this confirmation number
or print this page for your records.
42. Transactions – Change Deferral Rate/ Amount – Option #2 Paper Form
Download the “Enrollment Form.”
Complete the Enrollment Form and provide
the completed form to your HR Department.
43. Main Toolbar – Contact Us
You can contact MVP via phone, email, or directly through this website.
Contact information for MVP is available under the “Contact Us” menu.
44. Contact Us
Your plan’s Investment Advisor’s contact
information will also be listed in this section.
For operational questions such as “How do I obtain
distribution forms?” contact MVP. For all investment-
related questions, please contact your plan’s Advisor.
You can also visit www.mvpplanadmin.com for more on MVP, helpful
FAQs, the latest in retirement plan news, and retirement calculators.
45. We’re done with the enrollment process!
Once you log out of your account, you
will be directed to MVP’s website where
you will find more useful features.
46. MVP Homepage - Participants
The Participants section of the MVP website provides an overview of the role
MVP plays in your retirement plan, a Resource Center with important forms and
informational guides, retirement calculators, and FAQs.
Click “Participants” on the main menu bar.
47. Participants
Using the Participants menu on the
left, you can access the Resource
Center, Retirement
Calculators, FAQs, and log into
your account.
48. Participants – Resource Center
In the Resource Center, you will find helpful website
overviews for when you log into your account and plan forms.
49. Participants – Retirement Calculators
Choose from 5 calculators.
Enter your
information into the
calculator fields…
8%
27
…or click and drag
the triangles to
change the values.
50. Participants – FAQs
FAQs are organized by topic, ranging from website assistance, to
explaining aspects of a plan, to distributions, taxes, and vesting.
Click on any topic, then any question within the topic to see answers.
51. Thank you!
MVP Plan Administrators, Inc.
Helping you have a secure
retirement future!
