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.