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