In addition to a more visual representation of account data, American Express notes that the new Workplace Retirement Account Web site features:
- easier navigation with pull-down menus
- a streamlined site structure with fewer pages
- an account history view allowing participants to specify a data range for account activity. Participants can also filter and sort transactions by a variety of other criteria.
- an account balance page that features a variety of new fund data, including ticker symbol, percentage of total balance, daily change in Net Asset Value, and performance against a benchmark.
The account history feature is available to plans on the new BlueStar service platform.
« SEC Looks Into JP Morgan Chase Bond Agency Practices