EZFile Manager Resources

EZFile Manager enables plan sponsors to perform upfront validations when participants' contributions, loan payments, and indicative data are submitted to MissionSquare Retirement through file upload and/or when data is entered directly on EZLink. Below you will find training materials, videos, and other resources to help you navigate the EZFile Manager system.

Documents

• Steps for Submitting Contributions and Loan Repayments
• EZFile Manager User Guide
• EZFile Manager Q&A

Videos

• Submitting a Contribution
• Submitting a Loan Repayment
• Submitting Indicative Data

If you have any questions about the new EZFile Manager system or would like to schedule a personal demonstration, please contact Plan Sponsor Services at (800) 326-7272; select option 2 for EZLink and option 2 again for EZFile Manager.