Manage Existing Plan Documents

Written by Aimee Reynard
Updated 2 years ago

Complete the following steps: 

1. Go to

2. Log in with your username and password. 

3. Click My POP Documents. 

Any existing POP accounts you have been linked to will appear on the page.

Note: Multiple listings for an account represent multiple plan years.

Each plan document has an ‘Action’ drop-down menu next to it. 

4. Select the Actions dropdown menu to view the following options you can choose from: 

  • Send to Self- This resends the plan documents to you only.
  • Send to All - This resends the plan documents to everyone listed as an intended recipient on the account.
  • Edit - This allows you to amend or correct the information on the account, thereby correcting and re-sending the plan document.
  • Non-Discrimination Testing - This links you to POP non-discrimination testing portal.
  • Renew - This option is available within 60 days of the end of the POP plan year.
Did this answer your question?