Retirement Readiness
Award-Winning Participant Website: #1 Participant Website (8th consecutive year) – DALBAR 2018 Communications Seal for Excellence
Personalized Participant Video Statements: A customized quarterly video statement available to each participant through the participant website.
Award winning, engaging, personalized and holistic experience to drive positive actions
Personal Financial Dashboard: Allows participants to holistically monitor their entire financial matters from one location
Fully Functional Mobile App: #1 Mobile App (3rd consecutive year) - DALBAR 2018 Communications Seal for Excellence
Dedicated on-site employee education specialists available for group and individual meetings – no additional cost – no limit to number of meetings or locations
Financial Planning Seminars: Various education seminars including basic investment concepts, estate planning, healthcare, social security and more
Plan Health Reporting: an educational experience that provides employers with actionable insights to help improve the retirement readiness of their participants:
Visualize and understand the retirement readiness of plan participants
View plan and participant trends
See how the plan compares with various benchmarks
Dedicated Plan Sponsor Support and Services
True institutional/zero-revenue sharing mutual funds
Local client relationship manager to support the plan sponsor and broker/consultant
Payroll Integration: 360 and 180 integration available at no additional cost
Home office plan manager to support plan operations
Comprehensive sponsor website with plan health and on-demand reporting tools
Automatic Enrollment, Eligibility Tracking and Online Beneficiary services available at no additional cost
Awards and Recognition
Recipient of the DALBAR Communications Seal for the eight straight year – representing excellence in financial services communications – for their participant website
Recipient of 53 Best-in-Class Awards in the 2018 PLANSPONSOR Defined Contribution Survey
Named a World’s Most Ethical Company (5th consecutive year) by Ethisphere Institute
Named a World’s Most Admired Company by Fortune
Ranked as a leading retirement plan provider based on number of plans, participants and assets by Pensions & Investments, March 2017