Broker Check
Consilium Financial
Consilium Financial
Consilium Financial
http://www.consilium-financial.com 360-714-3388

Plan Sponsor Connect

Plan Sponsor Connect is 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

Looking for the user guide, banking info form, or payment submission form? Click here to be taken to additional resources on the Waddell website.


06/18

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