Maintain Associates - Plan Level

Plan Name:ABC SAMPLE PLANPlan Number: D34730
Fiscal Year End:12/31

Listed below are all your Associates for this plan. To update an Associate, click on the appropriate name link.

Associate Permissions

NameUser IDeSponsor Access Level
SEPIA, RANDALLSEPIAFULL

eSponsor Access Levels Defined

eSponsor Access Levels pertain to actions and permissions granted to a user in eSponsor only.

Full: provides access to all plan information. The FULL access level grants the user the ability to add, delete, and update associates account information. The FULL access level also grants the user the ability to view plan info, view employee compensation, update plan values, and perform transactions for participants.

Limited: provides access to all plan information except for Compliance Testing Results which contains compensation information. The LIMITED access level can also update employee data in eSponsor.

View Only: provides view-only access to all plan information including Compliance Testing Results. The VIEW ONLY user cannot Maintain Associate Access.

Payroll Only: Only provides access to the applicable payroll page.

Note: By authorizing the setup of an associate, you are responsible for his or her access and use of the information obtained from the eSponsor® Web site. You agree to delete the associate's access immediately when an associate needs to be terminated due to either employment termination or unauthorized use of the Web site.