Give your clients support tailored to their goals
Every plan sponsor has their own goals, challenges and opportunities. We’ll work together to align our service with the outcomes your clients are looking for.
Our experienced team takes the time to understand your client’s culture, plan and employees, then helps develop and smoothly implement a custom retirement plan. Our focus on personalized service means every client will have at least one dedicated point of contact — no pooled resources or handoffs each time they call. And, as the plan grows or goals change, your clients receive support that evolves with their needs.
Account managers streamline plan administration. They give strategic guidance on the plan’s big picture and manage day-to-day operations.
Relationship managers head a team that delivers solutions that make an impact and position plans for continued growth. They understand the plan’s goals, and proactively help improve the overall health of the plan.
Relationship management team
Investment Strategies group
Account Management team
Plan Compliance team
Communication and Education team
Participant Engagement team
Participants get a customized plan
Employees want to engage how and when it’s best for them. Our customized program combines on-site personal service, mobile apps, print and email campaigns, and comprehensive online tools, allowing them to make informed decisions and quickly take action on their terms.
Plan sponsors receive positive, personalized service
With our flexible service model, clients have the freedom to customize their level of support and plan management through a comprehensive suite of administrative and compliance services.