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TPA Help for Administrators

Planwithease (pwe) is the third party administrator (TPA) for your 403b plan. PWE manages the process by which participants can request a transaction. Follow these easy how-to steps for keeping planwithease information up-to-date so your employees have the ability to transact quickly.

PWE logo

raised hand Anytime a participant or advisor asks for help with a transaction, please direct them to:TPA Help For Employees and the Participant User Guide.

For administrator login help, contact pwe at 866-499-3273 or send email to customerservice@pwe.com. For participant login help, click here.

 

Add employee /Change employee status (add term dates)

To add a participant, or change status information (see load a termination date), login to planwithease.com and follow these steps:

  Add Employee Change Employee Status
1. Select "Data Validation Center" under the "Tools" tab. Select "Data Validation Center" under the "Tools" tab.
2. Select "Manually enter/edit employee information" (select Next). Select "Manually enter/edit employee information" (select Next).
3. Select "Add New" Image of pwe "Add New" icon To revise an existing participant's data, click "Add Existing" Image of pwe add existing icon
4. Click on blue bar under SSN. Enter SSN in highlighted field. Type in name or SSN, then select "Search". When the record appears, select "Add". When the record appears again, select "Continue". 
5. Complete the rest of the fields (for help with fields click here). You may use the scroll bar at the bottom to move among the fields.Image of pwe scroll bar Modify the information (for term date, change Plan Status Code to inactive,Employment Status to Terminated/ Retired, and Employment Status Date to termination date).
6. Select Next. Select Next.
7. Select "Submit for Final Processing" and then "Complete Import". Select "Submit for Final Processing" and then "Complete Import".