Participant Services

From planning and setting goals to enrolling and staying committed, we offer resources to help you achieve your retirement goals.

Education

Learning about investment concepts is easy. It starts with professional on-site enrollment meetings. You can continue learning with our website’s education section, which provides short seminars that focus on saving for a financially secure future. You’ll also receive a quarterly newsletter, which features retirement planning tips – valuable even for those who consider themselves knowledgeable investors.

Planning

Our secure participant website features several easy-to-use tools to help plan participants build a more financially secure retirement.

• Asset Allocation Model Portfolios help provide diversity and balance risk and reward.
• Gap Analysis evaluates current savings and determines what’s needed to achieve retirement goals.
• Online Calculators let plan participants evaluate financial choices they may be considering. For example, one shows the advantage of using pre-tax dollars to save. Another analyzes the cost and impact of taking a loan from a retirement plan.

Service

We believe in 24-hour convenience. Participants can monitor or manage their accounts using our interactive voice response phone service or by logging into our secure website. Services include account balance, performance reporting and a variety of self-directed transactions.