The cornerstone of our service relationship is based on effective education and communication programs. Results of a recent survey* suggest that employers are interested in providing more choices for their participants. They indicated that improving communication and education among employees and establishing pre-retirement counseling programs would greatly improve overall satisfaction with their plan.

Benefit to Employees:

Participants receive a variety of valuable ongoing communications and education services including regular newsletters, employee seminars and one-on-one consultations, upon request.

 

Benefit to Employers:

As a participating employer, you will receive regular newsletters, technical assistance and regulatory updates which work together to keep you up-to-date on all aspects of 403(b) plan administration—from changing laws and regulations to changing investment environments.

* Survey conducted with members of the American Society of Healthcare Human Resources Administrators (ASHHRA)