Click on the Search button in the Button Toolbars to Search.

The Search Screen is your starting point. Search criteria are grouped under seven tabs. You can search by criteria specific to the Sponsor, the Plan, Financial attributes of the plan, Insurance carrier or broker, plan Actuary, Service Provider / Trustee information, or Investments.

Indicate your desired criteria, then press Find to perform the search with the given criteria. This action will automatically take you to the List Screen, displaying the results of your search. For a summary of your search criteria, press the Summary button.

To remove search criteria from any line, double click on the line to highlight the entire contents and hit the delete key on your keyboard. To remove all search criteria from all search fields, click on the Clear All button.

You can also select a search criteria by clicking on the button associated with many of the fields. This will take you to a Pop-Up Window. Select the criteria you wish to search by and click OK.

See Search Terms for a list of operators that may help refine your search.

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