As an administrator on a plan, you have the capability of adding customized content to the specific plan. This content can be added through the administrative sections of resources and plan documents. Plan documents should be used to include documents related to the employers specific plan. Resources should be used to include content related to different financial focus areas. Resources can be uploaded as a tool, article, video, graphic or course. 

  1. From your dashboard, select Manage Plan(s) 
  2. Select the specific plan you would like to update
  1. To upload plan documents select Plan Documents 
  2. Provide document details and select document
  3. Select Create Plan Document
  1. To upload a resource select Resources 
  2. Select New Resource
  3. Select type of resource you are uploading
  4. Input URL, select Next
  5. Input content details
  6. Select Save Resource

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