Let s make a plan. All the tools you need to offer the best solutions to your clients
|
|
- Arabella Melton
- 5 years ago
- Views:
Transcription
1 Let s make a plan All the tools you need to offer the best solutions to your clients
2 A partner you can trust Introduce your clients to the largest independent service provider million eligible retirement plan participants million 529 college savings accounts administered million IRAs administered Over the last three decades, we ve helped financial professionals bring retirement solutions to millions of Americans. Our award-winning service culture, open-architecture platform, and industry-leading expertise give you the freedom to build a plan that you can offer to your clients with confidence. As the largest independent service provider in this industry, we offer unparalleled choices and a commitment to your success. With us, no matter what your client may need, you ll always have a plan. 40 k+ retirement plans $$$ Servicing retirement plans ranging from start-ups to $1 billion in plan assets. k+ 14investment options $ 50 assets* billion in college savings billion in retirement $ 47 assets* Years of experience 30 + Top DC plan provider by 5plan count** *12/31/2013 **<$10 million market. Source: The Cerulli Report: Retirement Markets
3 We ve got virtually everything you need to grow your business the way you want. Beyond a wide range of plan design options and product solutions, we offer a suite of practice management and business support solutions. Business support The support you need to grow your business We ll help you create winning proposals Need help with a proposal? Our retirement specialists can help you create one that s just right for your client. What s more, one of our regional vice presidents can also join you for the meeting. With Ascensus, you have a whole team of highly qualified professionals by your side. Get paid on your own terms No matter how you charge for your services, whether based on assets, fee for service, or through commissions, we have you covered. Add specialized enrollment services to your capabilities Drive higher participation in your plans with our regional education specialists. With years of experience in communicating benefits, our team makes it easy for potential participants to understand the details of the plan. Our team can help you with: Onsite enrollment meetings Web-based enrollment meetings Multilingual/translation services A program that is as committed as you are. Our Elite Advisor program gives you additional benefits designed to help you manage your book of business. In addition to a team of dedicated business development consultants, this program offers the service and support you need to take your business to the next level. To find out more about this program, please contact your Ascensus Regional Vice President. 5
4 Ascensus Full Service Ascensus TPA Recordkeeping Only Ascensus Consulting Plan Design & Compliance Investments Plan Design & Compliance Investments Plan Design & Compliance Investments Employee Employer Employee Employer Employee Employer Products Three customizable product platforms to choose from All backed by best-in-class service Overview Ascensus Full Service offers virtually all the services you Ascensus TPA Recordkeeping Only is Combining plan design and compliance, this and your clients need to specifically designed for specialized solution lets manage a retirement plan. plans who wish to work you craft retirement plans This integrated solution with a local TPA. This that are as unique as allows Ascensus to bring solution lets the TPA your clients needs. With all the key components of focus on plan design Ascensus Consulting, you a retirement plan together and compliance, while can create and manage through a single service we handle the plan s defined contribution and team. recordkeeping defined benefit plans, and investments. including cash balance and combination plans. Service platform Full Service Recordkeeping Only Compliance Only Pricing models Supports fee- and commission-based advisor compensation models Owner-only plans In addition to the corporate market solutions above, Ascensus also provides solutions for your clients in business for themselves. Whether you need a full-service solution on our platform or need us for compliance and reporting for assets you manage separately, we have the solution for you. 7
5 Your plan design and compliance headquarters The broad range of our plan design offerings is matched only by the reputation and scale of our ERISA practice so you have a comprehensive, single-stop resource for all your plan-related technical needs. Helping America invest for retirement We define open-architecture in every sense of the term, bringing you thousands of investment options and various investment types to choose from. Achieving success through plan design We understand no two clients or plans are alike. With over 40 highly experienced ERISA professionals on our team, we can help you design the plan that best aligns with your client s goals. Our team of experts can help your plans conform to changing regulations. Ensuring your clients stay on track Designing a plan is only the first step. Keeping your client on course and helping them manage their goals is essential. We offer all the compliance services your clients may need and more. This includes: Defined contribution, defined benefit, and more Why limit your options? With our plan design services, you can provide highly customized plans to let your clients save more for their retirement while also helping their employees. The following list covers some of the plan design solutions we offer: Plan types Defined benefit Defined contribution Cash balance Plan design features Automatic enrollment Automatic deferral increase Qualified default investments Open architecture that s open to your clients needs Our platform gives you virtually unlimited options with no proprietary requirements some of the features that distinguish our solutions include: Access to over 250 fund families, covering more than 14,000 funds ETFs Plan-level asset allocation models Collective trust investments Company stock Trust and custody services Through our trust company, we offer comprehensive and integrated trustee and custodial services to safe keep plan assets, manage contributions and distributions, and handle tax reporting. Asset allocation models Our system lets you help employees looking for a simple solution to their investment needs. You can create plan-level models from the plan s investments that vary by risk so employees remain committed to an investment program. Models can be set up to rebalance automatically and you can maintain full control over how they are managed. Compliance testing Participant re-enrollment Form 5500 preparation Year-end audit package Completed participant fee disclosure template Required plan notices The Ascensus investment fiduciary program Through a partnership with Mesirow Financial, we offer a flexible program that allows you to maintain the level of investment control you want, while providing an additional layer of protection for your clients. 3(21) solution You manage your client s investment program from a pre-selected elite list of funds or suggested fund lineups. 3(38) solution Offering the most protection for your client, you can pick from suggested fund lineups and Mesirow takes it from there. 8 9
6 Employee services focused on retirement readiness We offer the resources plan participants need to set and manage their retirement goals, learn about savings, and get the most out of their plan. Award-winning employer services With Ascensus, your clients will have a plan that offers top-rated service. Online tools for anytimeanywhere plan access Our newly redesigned retirement website lets employees keep track of their retirement goals from their desktops and other mobile devices so they can access and manage their plan at their convenience. Our participant website allows them to: Enroll in the plan Use our retirement calculator to set individual retirement goals Process transactions and view account activity Set up automatic account rebalancing Calculate their personal rate of return Access fund information Learn about investing basics Education and advice they can count on Ascensus has partnered with Morningstar Associates to offer employees access to a wealth of education and to provide them the guidance or advice they need to manage their account. Tools available from Morningstar Learning Station access to calculators and helpful education Managed by You guidance solution Managed by Morningstar managed account solution The tools to drive plan success We offer several educational pieces to help employees enroll in plans and prepare for retirement. We also offer targeted communications to improve engagement, along with a suite of customizable materials available in English and Spanish: Posters Flyers Payroll stuffers We ll keep them current The employer website offers a quarterly newsletter and custom reports to help your clients stay on top of their plans. Your clients can use these reports to identify trends, assess performance, and evaluate the plan s investment options. Our on-demand and scheduled reporting capabilities give you real-time access to participant and plan information, including: We ll take care of the details In addition to all the resources, our team is available to help your clients with: Payroll processing Loan processing Census data updates There with them every day We re here to help your clients manage their plan. Our employer service team has won accolades from independent surveys for timely, high-quality service and dependable support. Our account executives can help your clients: Manage, coordinate, and monitor daily administrative activities Deliver plan-related communications Address any questions and provide quick resolutions Quarterly fiduciary report Payroll reports Interim compliance testing Participant loan activity 10 11
7 We received top rankings* in the Cogent Research Retirement Planscape 2013 study. The study reviews plan sponsors perceptions of service and support from the top 36 leading plan providers. Ascensus ranked first place in six categories: Our awards Great client service rarely goes unrecognized # Best-in-class sponsor Best-in-class participant Transparency 1 # service and support 1 # service and support 1 of fees # Good value Easy to do Precise and timely 1 # for money 1 # business with 1 recordkeeping services Ascensus ranked among the top ten in all nine categories: # Leader in the defined Provider that exemplifies 2 # contribution industry 4 # financial stability 9 Provider with strong brand recognition among participants *For plans <$5 million 13
8 More services to help you with more opportunities Everything we do is about helping financial professionals like you meet the service needs of your clients. That s why our capabilities extend beyond the retirement plan products. We offer one of the most comprehensive suite of advisor-focused solutions to help you manage and grow your retirement and benefits business. Some other offerings include: Health benefits enrollment meetings College savings plans Trust services 200 Dryden Road Dresher, PA Toll Free: Phone: Fax: ascensus.com
9 Because our business is helping you grow yours 200 Dryden Road Dresher, PA Toll Free: Phone: Fax: ascensus.com Ascensus provides administrative and recordkeeping services and is not a broker-dealer or an investment advisor. Ascensus and the Ascensus logo are registered trademarks of Ascensus, Inc. Morningstar Retirement Manager SM is offered by and is the property of Morningstar Associates, LLC, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. The Morningstar name and logo are registered marks of Morningstar, Inc. Investment advice generated by Retirement Manager is based on information provided and limited to the investment options available in the defined contribution plan. Projections and other information regarding the likelihood of various retirement income and/or investment outcomes are hypothetical in nature,do not reflect actual results, and are not guarantees of future results. Results may vary with each use and over time. Morningstar Associates and its affiliates are not related to Ascensus and its affiliates. Copyright 2014 Ascensus, Inc. All rights reserved. ASCS-BRC (03/14)
Let s make a plan All the tools you need to offer the best solutions to your clients
Let s make a plan All the tools you need to offer the best solutions to your clients Introduce your clients to a respected leader in retirement services. Over the last three decades, we ve helped financial
More informationProgress 95% Inside America s retirement plan Trends from the largest independent retirement plan provider Vol. 1 June 2014
Progress 95% Inside America s retirement plan Trends from the largest independent retirement plan provider Vol. 1 June 2014 Reading the pulse of America s retirement plan industry The retirement plan landscape
More informationThe JULY Retirement Platform A retirement platform for employers seeking a modern retirement plan
The JULY Retirement Platform is a comprehensive program for employers seeking a modern retirement plan to help employees build retirement security and lower administrative complexity. We offer an open
More information401(k)ollaborate. Helping You Expand Your Retirement Plan Business. For financial advisor or plan sponsor use only. Not for use with the public.
401(k)ollaborate Helping You Expand Your Retirement Plan Business For financial advisor or plan sponsor use only. Not for use with the public. Paychex Working Beside You For over 20 years, advisors have
More information401(k)ollaborate. Retirement Services. Helping You Expand Your Retirement Plan Business. For financial advisor use only. Not for use with the public.
401(k)ollaborate Helping You Expand Your Retirement Plan Business Retirement Services For financial advisor use only. Not for use with the public. Paychex Makes It Simple Working Beside You For more than
More informationLow costs, exceptional service for your retirement plan. Vanguard Retirement Plan Access TM
Low costs, exceptional service for your retirement plan Vanguard Retirement Plan Access TM An effective retirement plan As a plan sponsor, you know how overwhelming the details and responsibilities of
More informationCHOOSE TO SIMPLIFY... AND IMPROVE... YOUR COMPANY RETIREMENT PLAN
CHOOSE TO SIMPLIFY... AND IMPROVE... YOUR COMPANY RETIREMENT PLAN TM By choosing ECCA PayrollPlus, you instantly access the benefits of leveraged expertise in payroll & tax administration. Now do the
More informationYOUR 401(k) PLAN MADE EASY RETIREMENT SAVINGS PLAN
YOUR 401(k) PLAN MADE EASY RETIREMENT SAVINGS PLAN As a member of the Association, you instantly access the benefits of leveraged expertise in the construction industry, regulatory representation, and
More informationYour Retirement Plan Strategy
Building financial security since 1958 Your Retirement Plan Strategy Expert Advice Innovative Options Personalized Service We deliver the superior service you deserve, backed by the expertise you expect.
More informationTD Ameritrade Retirement Plan Provided by TD Ameritrade Trust Company
Retirement Plan Solutions TD Ameritrade Retirement Plan Provided by TD Ameritrade Trust Company A solution that delivers outstanding investment flexibility and ease of administration all from a recognized
More informationYour life. Your future. Your options.
Your life. Your future. Your options. Whether by chance or by choice, you have options. Explore them with Empower Retirement. Corporate Retirement Plan Participant Brochure You want to retire someday or
More informationService. Support. Recognition.
Retirement Plan Services Service. Support. Recognition. Lincoln s TPA-centric approach to retirement plans The Lincoln National Life Insurance Company Lincoln Life & Annuity Company of New York 986597
More informationWhy John Hancock? Partner with a leader who has the courage and conviction to put Participants 1 st
Why John Hancock? Partner with a leader who has the courage and conviction to put Participants 1 st FOR INTERMEDIARY USE ONLY. NOT FOR DISTRIBUTION WITH PLAN SPONSORS OR THE PUBLIC. At John Hancock, we
More informationRetirement Plans. The Power of Choice. Look to The Standard for Flexible, Customized Solutions
Retirement Plans The Power of Choice Look to The Standard for Flexible, Customized Solutions Take your pick. We respect the relationships you ve built with your clients. That s why our retirement plan
More informationTHE PENTEGRA DEFINED BENEFIT ADVANTAGE
THE PENTEGRA DEFINED BENEFIT ADVANTAGE Better manage defined benefit plan costs, ensure compliance and reduce fiduciary risk. Take a more creative approach to the changing defined benefit landscape. At
More informationUNIFI RETIREMENT advantage series
UNIFI RETIREMENT advantage series GOVERNMENTal PLANS On Your Team. Toward Your Goal. SM UNIFI Companies Retirement Plans RP 1436 3/08 SOLID PERFORMANCE COMPREHENSIVE TOOLS PERSONAL SERVICE A commitment
More informationBenefit from a new fiduciary approach
RUSSELL INVESTMENTS DEFINED CONTRIBUTION FIDUCIARY OUTSOURCING SERVICES Benefit from a new fiduciary approach INVESTED. TOGETHER. New challenges require new solutions In a world where many employees will
More information401(k) Checklist: What to Ask When Evaluating Providers
401(k) Shopping Checklist: Employee Experience Routine Admin Work Compliance Cost Investment Selection 401(k) Checklist: What to Ask When Evaluating Providers Your Goal Select a 401(k) provider that saves
More informationADP Retirement Services. New Plan Implementation Guide FOR PLAN SPONSOR USE ONLY NOT FOR DISTRIBUTION TO THE PUBLIC.
ADP Retirement Services New Plan Implementation Guide FOR PLAN SPONSOR USE ONLY NOT FOR DISTRIBUTION TO THE PUBLIC. Welcome to ADP We are excited to get your new 401(k) plan started. At ADP, we consistently
More informationRK Access TPA Service Platform
RK Access TPA Service Platform Innovative Technology Innovative Solutions Looking to Reduce Costs While Retaining Control? Is for you. Imagine the possibilities as you satisfy clients retirement plan needs
More informationWe Believe Better 401(k) Plans Are Built on Solutions Focused on Plan Sponsor Priorities.
Focus: Retirement Plan Services RecordkeeperDirect -Multifund Advisor Summary We Believe Better 401(k) Plans Are Built on Solutions Focused on Plan Sponsor Priorities. RecordkeeperDirect-Multifund 1 is
More information401(k)omplete. Offering a 401(k) Has Never Been Easier
401(k)omplete The Small Market Solution from Paychex Retirement Services and LPL Financial Offering a 401(k) Has Never Been Easier The Small Market Solution Preparing for retirement is complex. Paychex
More informationStreamlined services to help prepare your employees for retirement
Retirement Plans Nationwide Retirement Flexible Advantage Foundations Platform Streamlined services to help prepare your employees for retirement For Plan Sponsor Use Welcome. We know you have many choices
More informationQuestions to Ask a Plan Recordkeeper
Questions to Ask a Plan Recordkeeper RETIREMENT MANAGEMENT SERVICES, LLC 3/25/2015 Annemarie Keehn, ERPA, QPA, QKA This is Part I in a series on issues to consider when contemplating a change in plan vendors
More information10 The Is it time to consider a new retirement plan service model?
9 When was the last time your plan document was reviewed? Mutual of America offers comprehensive services to help you create and maintain up-to-date plan documents based on your plan type. For qualified
More informationA Retirement Plan for Engineers... by Engineers
A Retirement Plan for Engineers... by Engineers Retirement services and solutions you deserve ACEC Retirement Trust FOR PLAN SPONSOR OR BROKER USE ONLY. Not for Use with Plan Participants. An opportunity
More informationBrighten Your Plan Outlook
Brighten Your Plan Outlook For Adopting Employers of Multiple Employer Plans This guide was developed to help both small and large businesses understand what a multiple employer plan (MEP) is, the benefits
More informationThe Strength of Partnership:
The Strength of Partnership: Preparing for Changes in the Retirement Plan Marketplace Plan Sponsor and Employer Guide LPL Financial Navigating the Sea Change in Retirement Plans As an employer, you share
More informationMutual of Omaha Retirement Services: Your 401(k) Provider of Choice
United of Omaha Life Insurance Company Companion Life Insurance Company Mutual of Omaha Retirement Services Mutual of Omaha Retirement Services: Your 401(k) Provider of Choice 170186 Our Product is Sophisticated
More informationA winning relationship
A winning relationship For clients of independent investment advisors You, your advisor, and Schwab Advisor Services Your advisor s expertise and Schwab s custody services come together to help protect
More informationServing those who serve our nation. For Plan Sponsor Use Only. Not for Public Distribution.
Serving those who serve our nation For Plan Sponsor Use Only. Not for Public Distribution. Specializing in financial wellness In the crowded field of retirement plan providers, VALIC stands out as one
More informationADP Retirement Services. Conversion Implementation Guide FOR PLAN SPONSOR USE ONLY NOT FOR DISTRIBUTION TO THE PUBLIC.
ADP Retirement Services Conversion Implementation Guide FOR PLAN SPONSOR USE ONLY NOT FOR DISTRIBUTION TO THE PUBLIC. Thank you for choosing ADP Retirement Services Welcome to ADP Retirement Services.
More informationWe ve Got You Covered Executive Benefit Resources
We ve Got You Covered Executive Benefit Resources EXECUTIVE BENEFITS You want top talent that adds value to your company, and that talent wants long-term financial stability. A forward-thinking executive
More informationNFP Executive Benefits
NFP Executive Benefits NFP Executive Benefits ranked in the top five providers in four out of six categories in the 2011 PLANSPONSOR Buyer s Guide. NFP Executive Benefits The right solution for your company
More informationCORE. The advantages of choosing the Commonwealth of Massachusetts Defined Contribution CORE Plan. Office of the State Treasurer and Receiver General
CORE C O N N E C T I N G O R G A N I Z A T I O N S T O R E T I R E M E N T The advantages of choosing the Commonwealth of Massachusetts Defined Contribution CORE Plan Office of the State Treasurer and
More informationAdvice Access. Take the guesswork out of investing RETIREMENT & BENEFIT PLAN SERVICES
Advice Access Take the guesswork out of investing RETIREMENT & BENEFIT PLAN SERVICES The Advice Access service uses a probabilistic approach to determine the likelihood that you may be able to achieve
More informationDesign, support and investment flexibility make a better 401(k) plan.
Focus: Retirement plan services PlanPremier - TPA Advisor summary Design, support and investment flexibility make a better 401(k) plan. PlanPremier-TPA is a flexible retirement plan solution designed to
More informationWelcome to Empower Retirement!
Welcome to Empower Retirement! Your account has moved to Empower see inside for details about the new tools you can use! P.O. BOX 173764 DENVER, CO 80217-3764 Helping you pursue the future you want NOW
More information401k Elite multiple employer plan. A Multiple Employer Plan Proposal For Your Business. Ameritas Life Insurance Corp. of New York RP 2225 NY 3-17
401k Elite multiple employer plan A Multiple Employer Plan Proposal For Your Business Ameritas Life Insurance Corp. of New York RP 2225 NY 3-17 For Financial Professional and Plan Sponsor Use Only. a retirement
More informationretirement plan services For Financial Professional and Plan Sponsor Use Only.
retirement plan services RP 1704 7-17 For Financial Professional and Plan Sponsor Use Only. planning for a more rewarding retirement We believe every business should be able to offer its employees a retirement
More informationgovernmental retirement plans
governmental retirement plans Ameritas Life Insurance Corp. Ameritas Life Insurance Corp. of New York RP 1436 2-18 For Financial Professional and Plan Sponsor Use Only. planning for a more rewarding retirement
More informationTOOL SUITE FIDUCIARY MONITORING SYSTEM AND INVESTMENT DUE DILIGENCE. Plan Sponsor Challenge: Retirement Partners
FIDUCIARY MONITORING SYSTEM AND INVESTMENT DUE DILIGENCE Managing Investment Responsibilities Properly Meeting the obligations of a retirement plan fiduciary may be daunting. You must be sure the funds
More informationPlan Participants: The Key to Developing Your Retirement Business
WORKSITE FINANCIAL SOLUTIONS Plan Participants: The Key to Developing Your Retirement Business Worksite Financial Solutions White Paper Executive Summary Table of Contents: 3 The Trouble with the Status
More informationLife is a Journey. The University System of Maryland Retirement Plans
Life is a Journey R E T I R E M E N T A D E S T I N AT I O N The University System of Maryland Retirement Plans Fidelity Can Help Your Every Step of the Way. Online Log on to netbenefits.com/usm the home
More informationDispelling the Myth: Is a 3(16) Fiduciary Really Necessary?
Dispelling the Myth: Is a 3(16) Fiduciary Really Necessary? RETIREMENT MANAGEMENT SERVICES, LLC While discussions of fiduciary responsibility for retirement plans is not new, the latest trend circulating
More informationHighlights of the Partnership Between T. Rowe Price and United Rentals. Solutions. Service. Scale. United Rentals + RSC + T.
Solutions. Service. Scale. United Rentals RETIREMENT Plan Highlights of the Partnership Between T. Rowe Price and United Rentals T. Rowe Price Retirement Plan Services, Inc. United Rentals + RSC + T. Rowe
More informationAdvisor. Customized Investment Strategies
Advisor Customized Investment Strategies Take Control of Your Portfolio Achieving financial independence is a key goal for many investors. Developing a sound investment plan tailored to your specific needs
More informationServing those who serve others in education
Serving those who serve others in education For Plan Sponsor Use Only. Not for Public Distribution. VALIC s dedication to the higher education community is demonstrated by its long-standing partnership
More informationRetirement Plan Fundamentals Zero to Sixty. Todd Kading, CFP, ChFC, RF LeafHouse Financial Advisors
Retirement Plan Fundamentals Zero to Sixty Todd Kading, CFP, ChFC, RF LeafHouse Financial Advisors Meet Our Speaker Todd Kading Managing Director LeafHouse Financial Advisors Top 10 Most Dependable Wealth
More informationA winning relationship. You, your advisor, and Schwab
A winning relationship You, your advisor, and Schwab Your advisor s expertise and Schwab s custody services come together to help protect your assets and support your investment goals. In this guide: An
More informationWork with the recognized leader in transfer agent services
Shareowner Services The industry s best service backed by the capabilities of Wells Fargo Stock transfer Corporate actions Annual meetings Investment plan services Escheatment services Work with the recognized
More informationThe George Washington University Retirement Plans. How to get started
The George Washington University Retirement Plans How to get started Table of Contents Why Save 3 Plans at a Glance 4 Investment Providers 7 How to Enroll 8 Provider Fact Sheets 9 Investment Education
More informationThe George Washington University Retirement Plans. How to get started
The George Washington University Retirement Plans How to get started 11602_01_BRO_GWU_AllPlans.indd 1 Table of Contents Why Save 3 Plans at a Glance 4 Approved Investment Providers 7 How to Enroll 8 Provider
More informationCollegeInvest Direct Portfolio College Savings Plan
Important changes coming to CollegeInvest Direct College Savings Plan We re making some changes to your plan. Effective March 23, 2018, the plan will have redesigned age-based options. These changes are
More informationThe George Washington University Retirement Plans. How to get started
The George Washington University Retirement Plans How to get started Table of Contents Why Save 3 Plans at a Glance 4 Approved Investment Providers 7 How to Enroll 8 Provider Fact Sheets 9 Investment Education
More informationCustomized Target Date Solutions
Customized Target Date Solutions Multi-asset class strategies tailored for plan-specific needs and goals J.P. Morgan Asset Management s defined contribution expertise and outcome-focused portfolio structuring
More informationTransamerica s TPA Advantage Program
Transamerica s TPA Advantage Program Elevate Your Business Success Together, we are transforming tomorrow. 2013/2014 Program Guide For TPA Use Only. Not for Distribution to the General Public. It s All
More informationFPO. Fidelity Managed Account Solutions. A strategic integration for managed account delivery
FPO Fidelity Managed Account Solutions A strategic integration for managed account delivery WHY A MANAGED ACCOUNT? The use of managed accounts by financial advisors has been steadily and rapidly growing,
More informationIndustrial Security Integrators, Saving for retirement may be the easiest part of your day.
Industrial Security Integrators, Saving for retirement may be the easiest part of your day. Welcome to the plan. RELAX, YOU VE GOT COMPANY ON THE ROAD TO RETIREMENT. No matter where you are on the road
More informationLearn More About: Glass Jacobson Financial Group 401(k) Plan Services
Learn More About: Glass Jacobson Financial Group 401(k) Plan Services NAVIGATING THE PATH TO FINANCIAL SUCCESS Glass Jacobson has played a proactive role in creating financial success for businesses and
More informationEmpowering employees with Advice Access
RETIREMENT & BENEFIT PLAN SERVICES Workplace Insights Empowering employees with Advice Access According to a report, employees who enroll in 401(k) managed accounts are more likely to have greater success
More informationYour 401(k) Provider of Choice. Retirement Services
Retirement Services Your 401(k) Provider of Choice 452082 Underwritten by United of Omaha Life Insurance Company Companion Life Insurance Company Mutual of Omaha Affiliates Retirement Services Our Product
More informationThe Makes Sense 401(k) Plan
The Makes Sense 401(k) Plan The Makes Sense 401(k) Plan It can be challenging for employers to establish and maintain a cost-effective retirement plan for their employees while mitigating employer fiduciary
More informationFIS Retirement Solutions
FIS Retirement Solutions Bringing together the best of Relius, Reliance Trust and WealthStation W. Scott Parry, EVP April 12, 2017 Empowering clients by turning experience into insights Across the wealth
More informationComprehensive plan services with an eye toward tomorrow
Comprehensive plan services with an eye toward tomorrow Schwab Retirement Plan Services, Inc. Always put the client first. No matter what. Charles Schwab Our culture of service At Schwab Retirement Plan
More informationIt s your life and your retirement plan. Make it work for you.
It s your life and your retirement plan. Make it work for you. Your IMI 401(k) Plan Know what to do and when to do it. This information will help. With the IMI 401(k) Plan ( The Plan ), you can take charge
More informationPLAN SPONSOR Capabilities
TRANSFORM YOUR TOMORROW SM PLAN SPONSOR Capabilities Transamerica Solutions Transamerica provides customized retirement plan solutions for more than 17,000 small- and mid-sized businesses, including Multiple
More informationCOMPREHENSIVE, CUSTOMIZED FINANCIAL SOLUTIONS. Services for Healthcare Institutions
COMPREHENSIVE, CUSTOMIZED FINANCIAL SOLUTIONS Services for Healthcare Institutions CREATIVITY, FLEXIBILITY, EXPERIENCE The complexities of managing a multi-faceted institution never end planning for capital
More informationADMINISTRATION FEE DETAIL 1,2 PROVIDER
PLATFORM SUMMARY ADMINISTRATION FEE DETAIL 1,2 Per Participant Pricing One-time initial setup cost Baseline total annual plan cost # of accounts included in baseline Per participant annual fee range Asset-based
More informationPowered By: The Retirement Plan For You And Your Employees
Powered By: The Retirement Plan For You And Your Employees Pl an Structure The OPEN 401(k) - A Turnkey Retirement Plan Solution The OPEN 401(k) is a turnkey retirement plan solution for businesses that
More informationGetting started with John Hancock
P R I M E Elements Managing Administration Getting started with John Hancock FOR PLAN SPONSOR USE ONLY. NOT FOR USE WITH PLAN PARTICIPANTS. Getting Started with John Hancock Section 1 n Welcome to Message
More informationSophisticated investments. Simple to use.
TARGET DATE STRATEGY FUNDS Sophisticated investments. Simple to use. INVESTED. TOGETHER. Now your default option can be your best option. If your target date funds are projected to be the majority of your
More informationRetirement Solutions. Grow Your retirement Business with PershinG. Your Business without Limits tm
Retirement Solutions Grow Your retirement Business with PershinG Your Business without Limits tm Grow Your Retirement Business With Pershing Open architecture platform Simplified account management Unbiased
More informationSTRATEGIC. Sophisticated investments. Simple to use. Target Date Strategy Funds. russellinvestments.com
STRATEGIC Sophisticated investments. Simple to use. Target Date Strategy Funds russellinvestments.com Finding the right target date fund options is key. If your target date funds are projected to be the
More informationTotal Retirement Partner
The Power of ing SM SM One Great. One Powerful Solution. Today s Challenges and the Solution 1 In today s workplace, offering a competitive retirementbenefits program is essential for attracting and retaining
More informationInvest now to help make your retirement dreams a reality
Invest now to help make your retirement dreams a reality What s inside The sooner you start, the better off you ll be... 1 Chart your path to a comfortable retirement.... 2 Why Vanguard?... 5 Choose the
More informationIndex Fund Advisors Retirement Plan Solutions
Index Fund Advisors Retirement Plan Solutions Guided SIMPLE TRANSPARENT IFA Retirement Plan Solutions 1 2 GUIDED. SIMPLE. TRANSPARENT. Retirement Solutions Built for You Index Fund Advisors, Inc. (IFA)
More informationSchwab Personal Connection. For the future that employees want.
Schwab Personal Connection For the future that employees want. It s time for employees to feel good about retirement planning. Providing your employees with a retirement plan that meets their goals is
More informationServing those who serve others in healthcare. For Plan Sponsor Use Only. Not for Public Distribution.
Serving those who serve others in healthcare For Plan Sponsor Use Only. Not for Public Distribution. Our relationship with VALIC is outstanding one based on a commitment to understand our business, our
More informationService Provider Fee Disclosure
Service Provider Fee Disclosure ERISA 408(b)(2) Regulations AU MEDICAL CENTER, INC. AU MEDICAL CENTER, INC. 403B RETIREMENT SAVINGS PLAN VALIC Mutual Fund Platform The Employee Retirement Income Security
More informationOneFoundation. Support for plan sponsors of tax-exempt organizations. AUL Retirement Services
AUL Retirement Services Support for plan sponsors of tax-exempt organizations Products and financial services provided by American United Life Insurance Company a OneAmerica company AUL has made understanding
More informationExpanding the possibilities. Schwab Personal Choice Retirement Account
Expanding the possibilities. Schwab Personal Choice Retirement Account A retirement plan with more to offer. Schwab Personal Choice Retirement Account (PCRA) gives your employees thousands of investment
More informationmaking it personal Resources for Third Party Administrators every step of the way
making it personal Resources for Third Party Administrators every step of the way For use with financial professionals only. Not for public distribution. get to know our Capabilities Products and financial
More informationDefined Contribution Plans
RETIREMENT SERVICES Defined Contribution Plans Innovative solutions for your retirement plan $ CONFIDENT AWARE UNCERTAIN FOR PLAN SPONSOR USE ONLY. INVEST INSURE RETIRE The of vision MassMutual is an innovator
More informationLPL RETIREMENT PLAN ADVISORS
LPL RETIREMENT PLAN ADVISORS Providing Tools for Plan Success ADDRESSING THE CHALLENGE If you re like most plan sponsors, you have many demanding challenges competing for your attention. LPL advisors work
More informationIntroducing KY Saves 529.
In this newsletter, you ll learn: About the conversion from TIAA-CREF Tuition Financing, Inc. (TFI) to Ascensus College Savings Recordkeeping Services, LLC (Ascensus) How your existing investments will
More informationREINVENTING RETIREMENT BENEFIT CONSULTING, REALIZING RESULTS
comprehensive retirement plan consulting REINVENTING RETIREMENT BENEFIT CONSULTING, REALIZING RESULTS Trusted Independent Custom Expert Results. s t r a t e g i c r e t i r e m e n t g r o u p Strategic
More information404(a) annual participant fee disclosure Frequently asked questions
404(a) annual participant fee disclosure Frequently asked questions Assisting plan sponsors Q1. What must the plan sponsor of an ERISAgoverned plan do to comply with the 404(a) participant fee disclosure
More informationRETIRE WELL VERMONT STATE DEFINED CONTRIBUTION PLAN TRANSITION UPDATE JANUARY 2018 INCLUDED IN THIS NEWSLETTER:
TRANSITION UPDATE JANUARY 2018 STATE DEFINED CONTRIBUTION PLAN RETIRE WELL VERMONT INCLUDED IN THIS NEWSLETTER: Key Dates Reminder 2 Investment Details 3 On-site Guidance 4 Questions and Answers 5 Vermont
More information401(k) and 403(b) Retirement Plans Landing Page
Content Post Date 09/28/17 Creator - Writer KUJK Creator Copy Editor Creator - Designer CONJASP/EDSB/CSRO Meta Description Page URL For AF recordkeeping solutions landing page: Make American Funds your
More informationTo assist recordkeepers in this task, Mid Atlantic has developed the Investment Toolkit. The Toolkit provides the following services:
Overview The new fee disclosure rules have created new responsibilities for plan sponsors and plan service providers. While overall, these new rules should help even the playing field for unbundled or
More informationEvaluating the Reasonableness of Plan Fees in Light of the New Disclosures
Measurably Different Evaluating the Reasonableness of Plan Fees in Light of the New Disclosures presented by Mike Falcone Managing Director, East Region mikef@401kadvisors.com Paul Powell Managing Director
More informationYour Guide to Finding the Right 401k Plan
Your Guide to Finding the Right 401k Plan Find everything you need to know to make the right decision for your business An Introduction to 401k plans Saving for retirement isn t just for big businesses
More informationFiduciary Guide. Vested Interest Defined Contribution Plan Services
Vested Interest Defined Contribution Plan Services [ ] Fiduciary Guide Your guide to what you should know as plan fiduciary, understanding Vested Interest services and the value of what these services
More informationMorningstar. Managed PortfoliosSM. Mutual Fund Portfolios. ETF Portfolios. Select Stock Baskets
Morningstar Managed PortfoliosSM Mutual Fund Portfolios ETF Portfolios Select Stock Baskets A Team You Can Trust The Insight of Your Financial Advisor, The Strength of Morningstar At Morningstar Investment
More informationDISCOVER THE BENEFITS ADVISER USE ONLY NOT FOR DISTRIBUTION TO RETAIL CLIENTS
DISCOVER THE BENEFITS ADVISER USE ONLY NOT FOR DISTRIBUTION TO RETAIL CLIENTS DISCOVER THE BENEFITS s award winning platform combines ease of use technology, with choice, flexibility and competitive administration
More informationLaunching a New Line of Business to Serve Plan Sponsors and Their Participants
PROFILES IN EVOLVING BUSINESS MODELS Launching a New Line of Business to Serve Plan Sponsors and Their Participants An advisory firm formalizes its support for retirement plans to diversify its revenue
More informationTABLE OF CONTENTS. Report Date: 03/20/14
TABLE OF CONTENTS Methodology 1 Executive Summary 2 Value Proposition 3 Capability Summary 6 Candidate Screening Results 14 Strengths and Limitations 15 Screening Criteria 16 Provider Summary 18 Plan Fee
More informationFutureBenefits of America
FutureBenefits of America A world class Third Party Administrator (TPA) providing robust and highly customizable 401k investment plans to meet the needs of the investment advisor as well as their participants.
More informationa new kind of retirement plan experience
403(b) plans a new kind of retirement plan experience support for you, retirement readiness for your employees Annuities: Are Not a Deposit of Any Bank Are Not FDIC Insured Are Not Insured by Any Federal
More information