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Use your company’s employer view with owner or admin access. Deferred Compensation must be available to your company, and the plan must be active. The product appears under your company’s configured plan name. Its labels may differ from another company’s plan.

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Review the dashboard

  1. Open your plan from the company navigation.
  2. Select Dashboard.
  3. Review the pool, participant count, and account value shown for the plan.
  4. Check Upcoming maturities when shown. Follow the dates and value basis displayed on the page.
The displayed account value is not confirmation that a payment has been made.

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Check a participant

  1. Select Participants.
  2. Use the worker-category and plan-year filters to find the relevant records.
  3. Open a participant to review their recorded awards and plan information.
  4. Check that you are looking at the intended person, category, and plan year before following up on a discrepancy.
For a value-linked plan, use the configured unit label, such as Performance Units. For a dollar-denominated plan, use its displayed currency amounts. Do not compare differently denominated awards as if they were the same measure.

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Review a plan year

Select Plan years to see published years and their pool, value, vesting, and participant information. Open a year for its detail. If No published plan years yet appears, there is no published year to review; plan activation alone does not create a published intake. Use Configuration to review the plan’s settings. If a record looks wrong or you need a change that the page does not allow, contact support. Include the plan name and relevant year without sending unnecessary employee information.

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Check plan rules and documents

Open Configuration to review Plan settings, Worker categories, and Plan documents. Use View on a document to read it. If uploading an agreement, use the document upload area and follow the displayed file requirements. Check that the correct document appears after upload. Plan-rule changes are handled by your Redii contact. Uploading a document does not itself amend the configured rules or replace a participant’s award.

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Continue with administration

Use Add participants, Submit annual plan information, and Resolve outstanding plan items for actions beyond viewing the plan.