For detailed information about a specific plan, click on the Sponsor's Name in the List Screens. For each plan, there are six detailed reports ( Plan Summary, General Plan Information, Detailed Financial Information, Insurance, Actuary, Service Provider / Trustee information, and Investments information). To move from plan to plan, looking at the same report format, use the Next and Previous Buttons surrounding the record indicator at the bottom of the screen.

Click on the List Results Button to toggle your display window between the List Screens and the detailed display of a record.

To return to the Search Screen, click on Search.

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