Services

Plan Sponsor Plan Participants Investment Advisor
  • Establish new plan
  • Manage and approve payroll uploading
  • Insure error-free uploading
  • Manage participant status
  • Allow paperless enrollment
  • Allow participant account updates
  • Approve participant requests
  • Manage on-demand for plan and participant reporting
  • Personal account management
  • View investment choices
  • Review account performance
  • Request loans or distributions
  • Participant vesting schedule
  • Review previous transactions
  • Change contribution amounts
  • Portfolio rebalancing and transfers
  • Advisor specified support
  • View total assets under management by investment portfolio, plan or participant
  • Real-time allocation, monitoring and updates specific to investment portfolio
  • On-demand, multi-plan year reporting, form generation, and e-statement selection