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Every day people get into their cars, turn the key in the ignition and start the engine. While some people are in tune with the details about how all that works, most drivers simply trust that their cars will safely get them where they need to go. Retirement plans work the same way. Most investors don't know - and don't need to know - all of the operational details. But they do need a top notch retirement plan engine and an excellent set of navigational tools to make the most of this important investment opportunity.
With your retirement plan, employees have full online access and transaction capability at their convenience through the participant portal. This dynamic tool serves up easy access to the most visited areas of your plan's site. It's just one more way we help your participants with the important goal of building retirement wealth over time. Twenty-four hour toll free access is also available for participants who prefer to use the telephone or who have limited internet access.
- 24/7 account access via the Internet or Voice Response System
- Online enrollment with automatic rebalancing & direct access to Morningstar & fund prospectus
- Plan Highlights & Summary Plan Description on demand
- Real-time exchanges along with transactional & contribution history
- Financial Advisor contact information
- Daily personalized rate of return
- Online loan, rollover, distribution requests
- Downloadable statements with customized date ranges
*This page is for demonstration purposes only. All account and fund information is fictional.
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