MyPlans FAQs

At MetLife, we continuously seek to enhance your customer experience. As we develop new administrative features for MyPlans, please be assured that no functionality from the previous site experience will be lost. With MyPlans, you can do the following:

• Access information, tools, and resources to help you administer your plan(s), support fiduciary duties and see where your plan(s) stands.
• Access participant information to see how your participants are doing.
• Run plan-level reports and filter the results to get the data you need, right at your fingertips.
• Upload documents securely and simplify payroll submission.

You can change your address and/or phone number through MyPlans servicing site. 

On the MyPlans dashboard, you can search for plan participants by the account number, name, or Social Security Number.

Yes. The most commonly used forms are available from the Participant Forms on the Retirement Education site. For additional assistance finding a form, or if you have questions, please call 1-833-642-1008 between 9:00 a.m. and 7:00 p.m. (Eastern Time), Monday through Friday, excluding holidays.

Requests are received via all forms of communication.

• Audit packages can be requested using the reporting feature in MyPlans. Select “Request a Report” from the Plan Administration and Resources header on your Dashboard.
• emails can be sent to customerservice.metlife@dxc.com
• faxes can be sent to 1-877-319-2495
• calls can be made to Customer Service at 1-833-642-1008
  

Requesting a report is easy! Use our quick link to access and request important reports. These reports help you manage your plan, fulfill fiduciary duties, and understand your plan's status. You can easily run plan-level reports and filter the results to find exactly what you need.

To request a report:

1. Click on “Request a Report” from the Plan Administration and Resources header on your Dashboard
2. Choose a report from the drop-down menu.
3. Select either a specific run date or a date range for the report.
4. Select a plan and click ADD>> to add it to the report queue. You can add multiple plans if needed.

Current available reports include:

Please allow up to two business days for delivery to your email address on file.

Participant forms can be submitted using the Document Upload feature in MyPlans. Additionally, all forms can be sent by fax to 1-877-319-2495 or emailed to customerservice.metlife@dxc.com.

Our system will add a time stamp along with the date received as part of the overall processing. This will ensure items received are processed in the order in which they are received and as timely as possible.

1. Start on the MyPlans Dashboard.
2. Click on "Upload Documents" in the Plan Administration and Resources menu.
3. Choose the type of document you want to upload.
4. Either drag and drop your file from another window or browse your computer to find the file(s).

You can upload multiple documents of the same type at once. If you have different types of documents, you'll need to repeat these steps for each type. The current categories for document types are loans, disbursements, personal information changes, contributions/deferrals, incoming rollovers, and others.

• Max file size is 10MB.
• Supported file types include pdf, bmp, pnt, xpng, jpg, jpeg, pjpg, jif, tif, tiff. Note: Encrypted files, DocuSign PDFs, and embedded attachments are not supported.
• For accurate processing, please be sure to include all relevant pages in a clear, legible format, including all required signatures.
• When scanning a document, keep in mind that resolution can significantly impact the size of the file.
• Usually, the best dpi for scanning documents — balancing readability and file size — is 300 dpi. It makes the document easy to read and share.
• PDF file size can be managed with the “Optimize PDF” option in Adobe Acrobat.

While we continue to add more features and capabilities to MyPlans, right now, you cannot update participant contribution and deferral rates on the site.

Plans can send money either by ACH/Wire transaction (also referred to as PC Remittance) or by mail (Lockbox).

• If you're interested in PC Remittance you should send an email to pcremittance@metlife.com
• Technical issues and password resets for PC Remittance should be sent via email to pcremittance@metlife.com
• If a contribution is mailed, the money is sent to the lockbox
• If sent by PC Remittance (which is an ACH/Wire transaction), the group must submit back-up documentation in an electronic/computer file sent as an email attachment

Enrolling in PC Remittance

• The plan should send an email to pcremittance@metlife.com

Yes. Plan Sponsors can securely upload contribution file(s) each pay period using our provided Excel template.

Here’s how to upload your payroll file:

• Download the Universal Format template.
• Enter the Plan Name and Plan # exactly as shown on your Dashboard.
• Only one file per Group Number can be submitted at a time.
• Either one or both SSN or Participant # (i.e. contract number) are required.
• All other fields are required except for DOB, Address Line 1, Address Line 2, City, State, and Zip.

To ensure the proper set up of the file, a pop-up link shows the appropriate IDs and money types, including:

Note: Upon successful upload, and our receipt of the corresponding funds, we will process the amounts listed to the participant accounts.

Once the payroll file has been submitted, the confirmation page provides instructions for sending payroll funds using regular mail, overnight mail, or electronic fund transfer.

Your dedicated Relationship Management Team is here to help! Comprised of experienced professionals, your team collaborates to provide you with exceptional retirement plan services. If you have any more questions or need further assistance, don't hesitate to reach out to us.