Broker Check

Plan Sponsor Connect

Plan Sponsor Connect is a tool that provides 24/7 access for plan administrators and small business owners to manage group plans online.

Key Features Include:

  • 24/7 Plan access
  • View or update participant allocations real time
  • Release rosters via ACH transmission
  • Manage company information
  • Access plan level reports

Looking for the user guide, banking info form, or payment submission form? Click here to be taken to additional resources on the Waddell website.


06/18