Service

We are committed to delivering the highest level of service and building a lasting partnership with you.

People in an office in discussion with each other, computers and papers strewn about

Participant Services

We provide a personalized experience focused on the needs of each employee during their retirement journey. Over 1,000 associates across multiple locations are prepared to provide superior service.¹

Our Representatives:

Are FINRA Series 6 and 63 licensed, extensively trained and knowledgeable about your plan.
Use real-time account emulation so they can co-browse and guide your employees.
Take as much time as needed to provide a customized solution.

Base success on your employees’ satisfaction.
Take ownership and are empowered to completely resolve issues
Receive an average satisfaction score of 4.5 out of 5.0.*

*Average after-call survey satisfaction score for 2020.

Local services to help you manage your plan

Relationship Management

We have deep resources and local presence, with more than 450 relationship managers across the U.S. to support your needs.¹

We are committed to providing the highest level of service to our clients

89 PLANSPONSOR service commendations and best-in-class awards²

Plan/industry knowledge best-in-class²

Individualized Training

Once your plan is up and running, we work with you to deliver ongoing support throughout our partnership

This includes:

One-to-one training with you and your staff to review all services.
Access to a comprehensive online administrative guide that serves as an easy-to-use resource.

An annual plan review that monitors and evaluates plan performance and offers ideas to improve plan results.
A strategic partnership plan focused on your goals.

1 Empower data as of June 30, 2021.

2 Based on best-in-class awards from PLANSPONSOR 2020 DC Survey, February 2021.

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