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.



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.

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