As a Plan Sponsor for a daily valued plan serviced by BEON Retirement, you can access Plan Level Financial and Participant data 24 hours a day, 7 days a week through BEON Retirement Plan Sponsor Web Access System.
In order to access your account via the BEON Retirement Plan Sponsor Web Access System you must first know your User ID and Password. You then navigate to https://kta.retirement.schwabrt.com/portal/#/Login and you will be connected to BEON Retirement's online web-site introductory page where you will enter your User ID and Password. At this point you then hit the Logon button. Once you have reached this point, the Web Access System menu will provide you with steps to take to find out MORE.
If you do not know or have misplaced your User ID and/or Password, please call your Account Manager to gain access.
Plan Sponsor Tools – Access Individual Participant Accounts (Inquiry Only), Unlock a Participant, Apply a Message to Show on the Home Page for each Participant
Plan Sponsor Participant Reports – Employee Census Information, Employee Loan Report, Employee Termination Report, Employee Distribution Report, Employee Address Change Report, Plan Transaction History
Plan Sponsor Investment Reports – Run a Statement on Demand for an Individual Participant for a time period of your choosing, View how Participant Dollars are being invested across the Investment Options, View Industry Standard Investment Performance for each Investment Option in the Plan.