Please note that due to the July 4th holiday, there will be no tutorial session on July 2nd.
Next Session: Wednesday, August 6th (2-3pm ET)
Topic:
- Plan Sponsor WebStation (PSW) basics
- Who can access PSW
- What information is located in PSW
- Basic Navigation
- PSW reporting tools: Reports vs. Team Workspace
- Automatic reports, what information is available and how often
- Custom reports, how to run a report to get the sought information
- How to set a template for a report that will be requested on an ongoing basis
- Document library – what is it and how to access it
- How often to update participant information
- How to update participant information
- Why timely updates are so important
Presenter: Becky Miller from Fidelity.
This is the third in an ongoing series of tutorials designed to help you with the administration of your Emeriti Plan. Each month we will cover various aspects of Plan administration and Plan provisions.
Sessions will be held the first Wednesday of each month, unless that date conflicts with a holiday, and each will start at 2:00 ET and last 1-2 hours, depending on the topic and the number of questions from attendees.
Other topics in the 2008 series include:
- Annual Enrollment
- Plan Sponsor WebStation - data and status codes and forfeitures
- Reimbursement Benefits
- Death, Disability and Divorce
You will receive an invitation about two weeks prior to each session. We will ask you to RSVP to the session and submit any questions that you want answered. There will also be an opportunity for you to ask questions that come up during the tutorial. A few days prior to the meeting, we will send materials to attendees and the call in number or Webex instructions. We encourage you to pass along the invitation to others at your institution who would also benefit from these sessions.
If you have suggestions for future topics, please contact Christina Fendley (cfendley@emeritihealth.org). We also welcome general feedback about past sessions.
