PLAN MANAGEMENT

By using Evergreen OnePlan’s full suite of services, you can quickly and easily manage your retirement accounts through a secure, password-protected interface¹.

• Account snapshots – View account balances and fund allocations, as well as individual fund performance and other statistical information.
• Census management – All employee information can be viewed and edited online, and information can be amended to reflect changes.
• Plan disclosures – All requisite plan disclosures can be viewed online
• Deferral tracking – All employee enrollment information is automatically captured and updated, which means no more missing forms or mistyped data.
• Payroll integration – Payroll can be easily integrated into Evergreen OnePlan through manual, online entry or by simply uploading information into the system from your payroll software.
• Quarterly and annual statements online – You have access to statements from both the trust account and individual participants’ accounts. Statements are available for the previous quarter and year.
• Compliance testing – This is an easy way to complete information gathering online. You can also receive immediate feedback with regard to compliance testing results and recommendations for the corrective measures that must be taken.
• Personal Information – View and edit personal information, including phone number, address and beneficiaries.
• Payroll deferrals – You and any eligible employees can change your deferrals at any time, as well as your allocation of future contributions among the plan’s investment options.
• Investment education – Using the education tool, OnCourse^TM, you and any eligible employees can obtain general retirement planning education and fund information online².  You can also change your account allocations at any time without any transaction fees³. OnCourse has three core modules:
  • Participant education – Tutorials regarding general retirement planning, including the effects of information and what to expect from Social Security.
  • Develop your strategy – Interactive tools for income needs analysis, risk assessment and determining asset allocation’ OnCourse provides three hypothetical model portfolios – for conservative, moderate and aggressive investors – us the asset classes available on the Evergreen OnePlan investment platform.
  • Planning tools – Online tools to assist with payroll deferral calculations, loan modeling and college planning.
• Loan/distribution – You and any eligible employees can request loans and/or distributions directly for the web site.  Forms are pre-populated with employee census data and account information, and can be printed and completed easily.
• Plan disclosures and forms – All requisite plan disclosures and forms are available online and can be viewed and printed directly for the website.

Additionally, Evergreen OnePlan provides ongoing feedback and information to assist business owners with retirement plan compliance throughout the year⁴. This is accomplished with proactive email notices and actionable information, as well as access to the experience of ePlan Advisors and a financial professional.

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Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA /SIPC.