PARTICIPANT Resources
Your 401(k) is a benefit you offer to your employees. Capital’s one-source solution ensures that your employees receive all the support, information, and education they need to take full advantage of this valuable benefit.
Our secure participant website provides your employees the information they need in an easily accessible format. On the web, they can:
- Enroll in your plan
- Change their deferral election
- Update their beneficiary designation
- Change their address
- Access their account information
- Generate daily account statements
- Rebalance their accounts, transfer funds, and change their investment election as often as they like
- View recent transactions
- Download critical plan information including your Summary Plan Description and forms
- Obtain fund prospectuses and fund performance reports
- Link to Morningstar fund report pages
- Request a loan
- Request a distribution from their account
- Use a retirement planning calculator to determine if they are saving enough for their retirement
- Attend an online education seminar that teaches them the fundamentals of saving and investing for their retirement
As great as the web is, sometimes you need to talk to a real person. A toll-free number connects your employees to Capital’s customer service representatives who can help your employees get the information they need. Our enrollment specialists are also available for in-house and web-based information meetings.
We’ll be your in-house 401(k) department. So you can concentrate on your business, not your benefits.