PlanLink2026.2.0 - App Store

. Enroll in your retirement plan in 5 minutes or less
. Easily manage your investment portfolio
. Change your contributions
. Request a loan, rollover, or lump sum cash withdrawal (if available)
. View your portfolio rate of returns
. Search transaction history on your account
. Get live fund performance data and prospectus
. Touch/Face ID for fast & secure authentication
. Take control of your retirement!

Version History We've given PlanLink a major refresh. Here's what's new in this release:

• A Fresh, Modern Experience
Every screen has been redesigned with a cleaner, more polished look and feel, making it easier than ever to navigate your retirement account.

• Smarter, Simpler Forms
We've replaced date pickers with intelligent field formatting for dates, phone numbers, and Social Security numbers. Completing forms is now faster and more intuitive.

• New: GROUPIRA Voluntary Contributions
IRA members can now make GROUPIRA Voluntary contributions by securely linking a bank account through Plaid.

• Performance & Platform Improvements
Behind the scenes, we've modernized the technology powering PlanLink to enhance performance, strengthen security, and deliver a smoother experience, along with numerous bug fixes.

• Now Powered by Daybright Financial
You may notice a new app icon and splash screen. PlanLink is now powered by Daybright Financial. While our look has evolved, it's still the same trusted PlanLink app, built and supported by the team dedicated to delivering the best possible experience.

Thank you for using PlanLink! 2026.2.0 Jul 9 • New flexible enrollment options
• View existing investment allocations during enrollment
• Various bug fixes 2024.1.2 11/12/2024 • Live Updates integration
• Major updates to core frameworks and plugins for stability and device compatibility
• An error when emailing Spectrum via the Help page has been fixed
• Various bug fixes and performance improvements 2024.1.0 09/17/2024 • You can now view your investment portfolio breakdown by source
• Easily calculate your loan payoff amount (if applicable)
• Added a one-tap logout button on the dashboard
• An error when attempting to view Fund Performance has been fixed
• Support for Apple Vision Pro
• Various Bug Fixes and Performance Improvements 2023.2.0 03/02/2024 • iJoin Enrollment is now supported - if available on your retirement plan
• Google Authenticator for MFA is now supported - if available on your retirement plan
• Numerous bug fixes and performance improvements 2023.1.0 01/23/2023 • You can now request a loan, rollover, or lump sum cash withdrawal from your account (if available)
• Bug fixes and performance improvements 2022.1.3 07/11/2022 We are constantly working to improve your experience with PlanLink!
The following issues have been fixed in this new updated release:

• Turning on Face ID would cause the app to crash.
• The Change Contributions page was incorrectly showing all-time deferrals, instead of YTD.
• Users could not login if they were missing required information on their account such as alternate verification questions.
• Preferred MFA delivery device would not properly save upon selection.
• Users were being automatically opted out of electronic statements when enrolling into a retirement plan.
• Email alert preferred delivery method was not being properly set when enrolling into a retirement plan.
• Added YTD Pre-tax Deferrals, YTD Roth Deferrals, and YTD Employer Match to the Investment Portfolio page.
• Added Keyboard Accessory Bar for easier navigation between form fields.
• Other miscellaneous performance improvements. 2022.1.2 06/11/2022 2022.1.0 05/30/2022