Vol. IX, Issue 6
August 16, 2011
New Participant Account Management Tool—Webinars Offered
Participant OASIS will soon be replaced by Benefits Access, a new account management tool. Benefits Access offers improved benefits projection capabilities, electronic delivery options, educational resources and much more.
The General Board will host conference/plan sponsor webinars previewing the new participant account management tool. Webinars will be offered:
- Tuesday, August 30, from 10:30 a.m. to 11:30 a.m., Central time,
- Wednesday, August 31, from 1:00 p.m. to 2:00 p.m., Central time,
- Wednesday, September 7, from 1:00 p.m. to 2:00 p.m., Central time, and
- Thursday, September 8, from 10:30 a.m. to 11:30 a.m., Central time.
All sessions will cover the same information, so please choose the one that best fits your schedule. Click here to register for a webinar. You will receive a confirmation by e-mail that contains instructions for accessing the webinar.
If you have questions about the webinar, send an e-mail to amueller@gbophb.org.
System Upgrades August 20 to 21
The Wespath Institutional Portal and Benefits Access Portal will be unavailable on Saturday, August 20 beginning at 6:30 a.m., Central time, for system upgrades. Both systems are expected to be back online by no later than Sunday, August 21 at 6:00 p.m., Central time. Changes will be made to:
- The Balances page—updates will provide a snapshot of a user’s account market value, number of units, unit price, and rate of return as of a specific date.
- The Transactions page—updates will permit users to view account activity by fund, view beginning and ending share balances, and view a summary or activity for individual funds.
The updates also will provide enhanced reporting capabilities, enabling internal and external users to collect information for reports and presentations.
Note: If you are using IE8 or IE9, some screens may be formatted incorrectly. The application is still fully functional; however, you can resolve the formatting issues by running the application in “Compatibility View.” The “Compatibility View” button is located in the tool bar, usually next to the “Refresh” button.
If you have questions, please contact your Wespath account manager at 800.269.2244,
ext. 7003 or a Wespath Institutional Client Services representative at 847.866.4100.
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