DC Participant API

Easily retrieve participant contact information, plan eligibility, and employment status.

The Defined Contribution (DC) Participant API enables plan sponsors to review account information that could affect a participant’s plan eligibility, including employment status such as suspension or termination.

Benefits and features

Plan sponsors can use this API to capture and review eligibility data, including changes to employment status that may affect benefits, such as a 401(k) match.

In addition, with this information, plan sponsors may be able to create personalized benefits experiences for participants. For example, they could create push notifications to remind participants that they are eligible for retirement benefits at 1,000 hours of service.

How it works

The DC Participant API enables plan sponsors to monitor benefits eligibility data, including home address, plan information, and employment status.

Sample use cases

These examples show sample participant data from the DC Participant API on a plan sponsor mobile app.

Retrieving contact information

In this use case, the plan sponsor can retrieve the participant’s contact information using their user ID.

usecase1

Retrieving plan eligibility information

In this use case, plan sponsors can retrieve plan eligibility information using a participant's employment status, including active or suspended statuses.

usecase2

OpenAPI Specifications

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