Employer Bulletin: Your Plan Administration Resource

Plan Administration Highlights

Below is a reminder to assist you with plan administration within EZLink. If you need assistance while using EZLink, contact our Plan Sponsor Services team. We’ll be glad to help.

Census Data Available in EZLink

When you need to review the census data we have on file for your participants, you can download this information from our site. To access the report:

  • From the top menu, click Reports, Participant Reports, Indicative Reports, and then Participant/Beneficiary Info.
  • You can run this report for All Participants or use the Select Participants feature to narrow the selection by participant status. The Beneficiaries tab will list each of the beneficiaries we have on file for each participant in a separate report.
  • To update a participant’s information, from the top of the screen, click Participants, then Participant Administration, then search for the participant and select the applicable option.