Employer Plan Access – Investment Reports

Key Takeaway

Alerus employer investment report plan access provides a plan summary, fund investment performance, and the ability to download quarterly investment reports.

Instructions:

  1. 1

    Log into Employer Access.

    The first time you log in, you will need to set up online access. Enter your Plan Access Username and temporary Password. Follow the prompts to set up and validate your account. Once sign up is complete, click the Log in button and enter your new credentials.

  2. 2

    Select Plan Access and click the Plan ID to access the Alerus investment report and investment performance information.

  3. 3

    Under Manage My Files, select Retrieve Files. In the File Type dropdown menu, select Alerus Investment Report and click Search. Click on the report for the most recent quarter.