![Pension Analytix Inc.Pensionanalytix.com User GuideStep by Step Instructions3324225324485 PensionAnalytix.com User Guide Step 1: Login Enter your user name, password and click on Login. Step 2: Search By After a successful Login, the below search screen is displayed: Following are the available search fields: CategorySearch StringPlan SponsorSponor NamePlan NameEINBusiness CodeGeograpghicalCityStateZipPlan participant# ParticipantsKey MetricsTotal AssetsAnnual Plan Cash FlowAvg Assets/ParticipantEmployer ContributionsTotal ContributionsTotal Contrib as a % of AssetsAvg Contributions/ParticipantAnnual Plan Cash FlowNet IncomeInvestment Management FeesPlan Rate of Return Enter the required search field/fields and click “Go” to display the desired results. Tip: Search criteria will be displayed in the “My Criteria” pane for easy reference. Step 3: Search Results Based on the selected search criteria, Pension Analytix search engine will display search results in a tabular format. By default, the search results table will include EIN, Plan Name, Total Assets, Participants and 5 Star Rating. Tip: Search Results data can be sorted either Ascending or Descending order by clicking on any of the headers. Step 4: Display Detailed Plan Sponor Data Click on desired plan sponor record to display detailed information. The detailed information is displayed in four tabs: ,[object Object]](https://image.slidesharecdn.com/pensionanalytixcomuserguide-12516754288273-phpapp01/85/Pension-Analytix-Com-User-Guide-1-320.jpg)
Recommended
Recommended
More Related Content
Recently uploaded
Recently uploaded (20)
Featured
Featured (20)
Pension Analytix.Com User Guide
- 4. GraphsTip: The following elements will make it easy to navigate thru the search results. By clicking on this button, you will be returned back to the search results screen.By clicking on this button, you will be returned back to the initial search criteria screen. Tip: displays the Pension Analytix’s proprietory 5 Star Rating. Step 5: Export Data Pension Analytix.com provides 3 different ways to export plansponsor data: PensionCRM® will enable a seamless integration with Salesforce.com® – selected plansponsor data will be uploaded to Salesforce.com (You need to have a Salesforce.com account)Plansponsor data in the 4 tabs will be displayed in a simple HTML page that can be printed or savedPlansponsor data in the 4 tabs will be displayed in Microsoft Excel® can be printed or saved Appendix Forgot Password: To reset your password, please click on the “Forgot Password” link on the login page. System will prompt you to enter an email address associated with your Pensionanalytix.com account and then click Verify. System will prompt you to enter the account verification information that you provided during your registration process and click Continue. An email with a link to create a new password will be emailed to the registered email address. Support Contact our support team at support@pensionanalytix.com for any additional questions or assistance.