Change Registered Plan Sponsor Information

This section provides an overview of what registered Plan Sponsor information can and cannot be changed, who can make changes to Plan Sponsor information, and how a Plan Sponsor is notified of information changes.

This section provides an overview of the following topics:

• Plan Sponsor Information That Can Be Changed
• Plan Sponsor Information That Cannot Be Changed
• Who Can Change Registered Plan Sponsor Information
• Notification of Plan Sponsor Information Changes

Plan Sponsor Information That Can Be Changed

• Phone Number
• Website
• Organization Type
• Address
• Include Plan Sponsor data in Composite Vendor Reports – Yes or No

Plan Sponsor Information That Cannot Be Changed

• Employer Identification Number
• Organization Name

Note: Refer to Report a Change of Plan Sponsor EIN or Company Name for information if the Plan Sponsor's Employer Identification Number or Organization Name must be changed.

Who Can Change Registered Plan Sponsor Information

The Account Manager is the only RDS Secure Website user that has the authority to change Plan Sponsor information. The Authorized Representative, Designee, and Actuary can view Plan Sponsor information.

Notification of Plan Sponsor Information Changes

When the Account Manager changes any of the Plan Sponsor information, the Account Manager and the Authorized Representative will receive an email notification of all changes made.

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Step-by-Step Instructions

This section provides step-by-step instructions to change registered Plan Sponsor information.

To access the RDS Secure Website, and navigate to the Dashboard page, review instructions to access the RDS Secure Website.

From the Dashboard page:

1. Select Manage Plan Sponsor in the Top Navigation menu.

   

On the Manage Plan Sponsor Account page:

2. Locate the Plan Sponsor for which you want to change registered Plan Sponsor information in the Plan Sponsor List table, select Manage Plan Sponsor Information from the corresponding Actions column, and select Go.

   

On the Manage Plan Sponsor Information page:

An asterisk (*) indicates a required field.

Information that cannot be changed is displayed as view only.

3. Enter the new information in the Plan Sponsor Information and Plan Sponsor Address sections, as needed.

   

4. In the Composite Vendor Reports section, select Yes to include the data for this Plan Sponsor in reports or select No to exclude the data for this Plan Sponsor from reports.

   

5. Select Save to save your changes or select Cancel to return to the Manage Plan Sponsor Account page without making changes.

   

6. The Manage Plan Sponsor Account page refreshes to display a Success Message stating that the information has been successfully updated.

   

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