Waddell & Reed

Plan Sponsor Connect

We are pleased to introduce Plan Sponsor Connect. A tool that provides 24/7 access for plan administrators and small business owners to manage group plans online.

Key Features Include:

  • 24/7 Plan access
  • View or update participant allocations real time
  • Release rosters via ACH transmission
  • Manage company information
  • Access plan level reports

Request Access to Plan Sponsor Connect

Access Plan Sponsor Connect | Download User Guide

Plan Sponsor Connect Banking Information Form

Plan Sponsor Connect Payment Submission Form

Financial Advisor Opportunities
Corporate Careers