| Internet
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interactive Web site is constantly changing and
evolving to better meet the needs of our valued
clients. We are now on our 4th version and are
excited about what is to come. |
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Currently
each participant can:
- View
updated account balances and vested balances
- View
a breakdown of balance
- View
information by fund
- View
existing loan information
- Reallocate
current balances
- Reallocate
future contributions
- Use
our loan modeling application
- Use
our retirement modeling calculator
- Read
plan information and definitions
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Look
for new updates in our Web site to include:
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On-line
enrollments
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Transaction
history/summary
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Participant
personal rates of return
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Plan
Sponsor access to trust records
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Automated
loan transactions
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Self-directed
brokerage account
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VRU
(Voice Response Unit)
English & Spanish
1-800-925-401K
Voice Response System functions currently include:
- Press
1 for Balance Inquiries - Total Balance, Vested
Balanced, Balance by Fund, Current Investment
Elections, Balance by Source
- Press
3 for Investment Election for Future Contributions
- Press
4 for Realignment of Existing Balances
- Press
5 for Loan Information - Existing Loan Balances,
Maximum Loan Available, Loan Modeling
- Press
6 for Hardship Availability
- Press
7 for Balance Projections
- Press
0 to Connect to a Customer Service Representative
Call
Center - Representatives are available from 8:00 a.m.
- 5:00 p.m. CST
Our
bilingual service representatives can provide
participants with balance, loan, hardship withdrawal,
distribution status and investment choice
information. Participants can also choose to
realign current balances, change investment elections,
request forms and change their PIN.
Quarterly
Statements
Our
statements will be delivered no later than 15 business
days after each quarter end. They contain a personal
rate of return and a simple easy-to-read format.
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Newsletter
"Retirement
& Investing Insights" is an award winning
quarterly participant newsletter. The newsletter
is a high quality communications piece that offers
four pages of sound retirement planning and investment
education. The newsletter can either be bulk
shipped to the plan sponsor for distribution or
included as an insert with participant statements.
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Investment
Scoreboard
Scoreboard:
One-page spreadsheet with customized investment
performance information for Quarter-to-date,
Year-to-date, One-Year, Three-Year and Five-Year
Returns. This piece also has a market commentary
and is distributed quarterly. |
