Participant Account Manager Overview:

As a plan participant you will have access to many features and detailed information about your retirement account:

• Make changes to your investment elections in accordance with pre-defined investment portfolios based on either a degree of risk model or your proximity to retirement age. You may also create your own custom mix of any of the funds available to your plan making it easy to create the investment porfolio that's right for you.
• Schedule quarterly realignment of your account to maintain your balance in the funds you choose.
• Make changes to your personal profile data and contact information to keep records up to date.
• Submit online requests for distributions or loans against your account balance with secure, easy to use electronic forms.
• Realtime status of pending transactions and complete history of previous transactions and events.
• View your most recent quarterly benefit statements.
• Research historic performance graphs of your mutual funds
• Detailed contribution reports
  

Defined Contribution Plans
- 401(a), 401(k) and 457
Defined Benefit Plans
Non-Qualified Plans
Benefits Consulting
Plan Design
Compliance Compromised Plans
Plan Mergers and Terminations