The online interface makes it easy to review and assess the data. You can also download a PDF to share with clients, which you can customize by deciding which sections to include or exclude. Plan sponsors have access only to investment results and expenses; they do not have access to the full report.
The report is updated monthly but not archived. If you’d like to refer to reports in the future, download and save PDFs. Some information will not appear for plans that have been on our recordkeeping system for less than a year.
Access the Plan cost summary
• For RecordkeeperDirect plans — Log into the TPA website and go to Plan Administration / Plans and select Plan Cost Summary in the Actions menu for a plan.
• For PlanPremier-TPA plans — Log into PartnerLink. From Home / Dashboard, click a plan number or name and then select Plan Cost Summary in the Quick Links menu.