Tuesday, June 26, 2018

New releases and updates

Plan Health: Helping to Build a Better Retirement Plan
In the coming months, we'll be adding more information to your plan's website dashboard along with concise, customizable plan health reporting. You'll have a clear picture of your retirement plan's performance over time regarding participation rates, employee investment activity, and other areas important to your plan's success.

Investment Change Notice Delivery
As we continue to expand our administrative offerings, we're pleased to announce our newest offering, Investment Change Notice Delivery, coming in August. This service can help you more easily satisfy the investment change delivery requirement. Watch for an email announcing its availability and how to sign up.