EMPLOYEE SERVICES
We take the heavy lifting off your shoulders when it comes to employee communication and service, so you can concentrate on your business.
Here are just some of the services we provide your employees:
- Plan specific materials—conversion, enrollment, plan changes, investment education, loans, withdrawals, distribution planning, post-retirement planning.
- Financial planning materials1—budgeting, financial management, college planning, estate conservation, long-term care, charitable giving, employment transitions.
- Investments2—your financial professional coordinates your plan’s education program and is available to conduct on-site meeting, including educating employees about how to invest in the plan and make distribution decisions when they leave the plan.
- Call center—24 hour toll-free phone service allows participants to receive total and segmented balances, enroll, change a PIN, change investment elections, redirect current balances, model or request a loan (if plan allows), request a brochure or interim statement, hear investment results, or request an experienced call center representative in English or Spanish.
- Internet services—employees can access their account information and make transactions at any time on our Web site, or review educational plan or financial planning information.
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