Plan Sponsor Services
We make it easy for Trustees and your administrative office to manage a retirement plan. Our wide range of services, include:
- Dedicated staff. You'll team with a retirement specialist who is familiar with the unique needs of your multi-employer plan and union membership.
- Express processing. You get timely, accurate service with one of the world's largest end-to-end retirement technology platform.
- Internet access. You have access to a secure web site where you can view member and plan information.
- Executive summary. You can view highlights of plan activity, compliance information, investments, and voice response usage.
- Benefit Edge®. You will receive a quarterly newsletter about legislation, products and services, and other topics affecting your plan.
- Service guarantee. Our goal is to provide you with outstanding service. We're so sure we can provide it promptly and accurately, we guarantee it. If you're unhappy with a specific service we provided, just tell us. We promise to fix the problem to your satisfaction. If we're unable to do so, we'll waive the fee paid for that service.
