Provides for the secure delivery of retirement account data over the Internet.  Account history access includes real-time records of funds transfer, loan data, outstanding loan information, contribution percentages, employer matching information, vesting percentages and schedules.  These services increase a customers’ ability to better manage their defined contribution, while reducing costs associated with increased customer service, paperwork and administration.  EFTX retirement module can support plan sponsor, strategic partner, and plan participant views.

Customers can download statements for 401(k) accounts

401(k) statements include transactions, positions, and balances by cash source (e.g. pretax, employer match, rollover).

The statement can also provide other information such as the current vested percentage.

401(k) transactions can also include loan information when a loan is taken or repaid.