SRT Plan Sponsor WEB

1. SRT Plan Sponsor WEB MVP Plan Administrators, Inc.

2. Login At the login page, you will enter the following: Click “Logon”

3. Homepage From the Homepage, you can update Plan Sponsor information, create and manage reports, assist Participants, and view account or investment performance.

4. Accessing Participant Information From the Plan Sponsor Options menu, click “Participant Information” Then search for a Participant by Last Name or SSN (format xxx-xx-xxxx) Click “Search” Click the Participant’s name

5. Participant Access View A new web browser will open to take you to the Participant Access Homepage. Participants see exactly what is available to them from this view. From here, you are able to view account balances, transactions and pending activity, investment information, and historical data.

6. Plan Sponsor Report Center There are two places to download Plan Sponsor Reports: From the Plan Sponsor Options menu, click “Report Center” OR From the Report Center Menu click “Report Center”

7. Online Access Statistics From the Plan Sponsor Options menu, click “Online Access Statistics to view utilization of site by participants. Enter date range. Click “Generate” Report will generate giving a break down of the online usage.

8. Sponsor Contact Information From the Plan Sponsor Options menu, click “Sponsor Contact information” Update sponsor address, email, and phone number Click “Update Information”

9. Unlocking Participants From the Plan Sponsor Options menu, click “Unlock Participant” All currently locked Participants will be listed here by SSN/Name/Plan ID Select the Participant(s) to unlock Click “Unlock”

10. Plan Messages To send a message to Participants, click “Update Plan Messages” on the Plan Sponsor Options menu. To create, edit, or delete messages, select a Plan and then a Language from the drop down menus. Then enter or edit your message and start/end dates. The message you created will appear on the Participant Homepage; only those who login will see the message. Click “Update” when finished

11. Password Change From the Plan Sponsor Options menu, click “Update Sponsor Password” Enter a new password and confirm it. **Please save your new password in a safe place Click “Change Password”

12. Reports and Statements From the Plan Sponsor Reports menu, you can choose to retrieve data in either PDF or Excel spreadsheet format, such as Participant and Investment demographics, census and termination reports, loan reports, or even print statements on demand. All reports can be filtered by clicking the “Filter Status Codes” tab at the top of each report page

13. Participant Statements Enter the Participant’s SSN and dates for the statement time period Choose the Plan From the Plan Sponsor Reports menu, click “Statements on Demand” Click “Generate”

14. Loan Report From the Plan Sponsor Options menu, click “Loan Report” Choose a client from the drop box and click “View” to view their investment performance Click “Generate”

15. Age Demographics From the Plan Sponsor Reports menu, click “Age Demographics” Choose a Plan or Select All by checking the corresponding box Edit age ranges by clicking and typing in the appropriate boxes Click “Generate”

16. Investment Demographics From the Plan Sponsor Reports menu, click “Investment Demographics” You can create a PDF or Excel version of any report Check the box next to the plan you would like to view Click “Generate”

17. Distribution Report From the Plan Sponsor Reports menu, click “Distribution Report” Choose the Plan(s) for which you would like to generate the report and enter a date range Click “Generate”

18. Employee Census From the Plan Sponsor Reports menu, click “Employee Census Report” Choose the Plan(s) for which to generate the census A census generates with SSN, Name, Age, Address, Status, DOB, DOH, Hours, Total Balance, Vested Balance, etc. Click “Generate” To sort by Status, drag the “Status” header to the top of the report.

19. Termination Report From the Plan Sponsor Reports menu, click “Termination Report” Choose the Plan(s) for which you would like to generate the report and enter a date range Click “Generate”

20. Cumulative Contributions From the Plan Sponsor Reports menu, click “Cumulative Contributions” Choose the Plan(s) Additional report options allow you to suppress SSNs and Participants with no contributions Click “Generate”

21. Salary Demographics From the Plan Sponsor Reports menu, click “Salary Demographics” Choose the Plan(s) Enter desired salary ranges Click “Generate”

22. Activity Reports From the Plan Sponsor Reports menu, click “Activity Reports” From here you can choose from two different reports: a Login Report or a User Activity Report.

23. Login Report The Login Report will allow you to review data on logins per the parameters set below Choose the Plan(s) Select filters including date and user parameters Click “Generate”

24. User Activity Report The User Activity Report will allow you to see data on where users spend the majority of their time when logged into the system. Click the Plan(s) Select filters including date and user parameters Click “Generate”

25. SchARP On the Main Menu click on “schARP” A new web browser will open to take you to the schARP payroll processing page where you can upload a payroll.

26. Leaving the System On the Main Menu, click “Logout” to exit the system