Plan Sponsor Center

Retirement Alliance is pleased to announce the launch of its new secure web site for Plan Sponsors-  Account Information Server

The Account Information Server can be accessed with your User ID and Password.

• User ID- obtain from your Plan Service Specialist at Retirement Alliance.
• Password - the last 4 digits of your EIN.

Go now to View My Account on the Account Information Server and test drive it yourself.

The functionality of the new site includes these exciting new features:

• The ability to upload payroll and census information from any file type.
• Information about the plan such as eligibility, entry dates, etc.
• A summary of plan assets by source & funds. 
• A summary of loans.
• Personalized or Individual Rate of Return.
• A more defined transaction history search option.
• Year to date source summary.
• Information regarding employees such as who is eligible & a summary of trades.

If you have any questions please call or e-mail your Plan Service Specialist.