Your dedicated Account Manager will handle the day-to-day processing, recordkeeping and support required to maintain the plan balances and provide the reporting and communications that will keep you and your participants informed at every step, including:

• Field telephone and e-mail inquiries from plan participants
• Management of annual elections and new participant online enrollment
• Processing contributions, transfers and distributions
• Management of investment allocations and underlying funding
• Online participant access for ongoing account information
• Sponsor level online access to plan information and reporting

Record keeping functions include:

• Online Plan Access
• Annual online enrollment
• Contribution processing
• Posting of realized or unrealized gains or losses
• Transfer/rebalance processing
• Distribution valuation processing
• Asset/liability monitoring*
• Premium & cash value allocations*

* Requires regular asset feed from the life insurance carrier or financial institution.

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