LawnBoy

Thanks again! Very much appreciated.

Thank you, Bill! Apologies for the follow-up, but are you familiar "how" providers grant advisors this access? Is it something that is available on a report, dashboard or online portal? Thanks for the help! LawnBoy

Happy New Year! Wondering if anyone is aware of functionality that allows the plan's advisor to view participant-level transactions and, if permitted, execute transactions or act on behalf of the participant? Do providers allow advisors to view participant-level transactions? If so, is this something that's common? I received an inquiry today and was unfamiliar. Thank you! LawnBoy