COMMITTED TO PARTICIPANT EDUCATION
What do we do to help your employees realize the full benefits of their retirement plan and become investment savvy? Education, education, education. We are committed to providing your employees high quality, reliable, and accessible investment education. How do we do it?
- Regular enrollment meetings onsite or via webinar hosted by experienced retirement planning specialists.
- Fully integrated participant website that includes a retirement planning calculator, risk profile assessment, and online retirement planning presentation.
- Easy access to respected participant investment advice providers compliant with regulatory requirements for sponsor insulation.
- Easy access to fund information including links to Morningstar fund pages, prospectuses, redemption fee information, current prices, historical return information, and fund summaries for the funds in your plan.
- Easy online access to your Plan’s Summary Plan Description and Required Notices.
- Customer service representatives available to discuss their account.
- Account statements available online on a daily basis and quarterly in hard copy.