![View Summary Overview](/documents/2272431/2272719/investment-strategy-questionnaire-blue.png/6e50ac58-6cf6-1b6b-35c9-281adabf9293?t=1678697154793)
View Summary Overview
View information such as the number of employees enrolled in your company’s plan(s), balance of investments held, and forfeiture balance
![Expanded HR Roles](/documents/2272431/2272719/just-the-coverage-you-need-blue.png/e41d1ded-76c0-f43d-8147-e71c29a037ae?t=1678697130676)
Expanded HR Roles
Benefit from expanded security levels for various roles and responsibilities of your HR team
![View Participant Status](/documents/2272431/2272719/motor-liability-to-third-parties-blue.png/4120b6a7-cc84-e088-70d9-8ffce980bb9f?t=1684414004468)
View Participant Status
Search your company’s plan portfolio to see active or terminated participants and their respective effective dates