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5.
Employer Reports
5.1
All reports in Retirement Manager are available for download in Excel
spreadsheet format for further data manipulation and, where applicable,
to allow for date range search.
5.1.1
Terminated Employees – Former Employees who were at one time active
in the plan (as identified within Retirement Manager).
5.1.2
Payroll Department Report – Inquiry by Employee of current or
historical breakdown of allocations to the different Approved Vendors.
5.1.3
Web Site Statistics Report – This report includes a link from
the summary to a detail listing of those accessing the site and
the pages they viewed by date range. Employer may also view
employee access history using the employee inquiry function.
5.1.4
Carrier Report – All Employees by Retirement Plan and by Approved
Vendor (and Vendors that were previously Approved Vendors included in
Retirement Manager).
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