The World Doesn’t Stop
When You Make Plan
Changes. We Don’t Either.

Onboarding and Ongoing Support

Managing The Implementation Process

Our client engagement team works closely with you on plan and investment changes. We provide:

• Leadership and coordination of investment changes that minimize impact on your participants
• Support of plan changes, such as mergers, consolidations or change of record keeper
• Creation of communications to ensure your participants understand the changes being made to the plan

Implementation is Only the Beginning of Our Relationship

You’ve chosen new solutions for your retirement plan, and participants have made their investment decisions. Critical to the continued success of your plan is ongoing support that:

• Keeps the evolution of your plan’s needs top-of-mind
• Develops new strategies and ideas for your participant communication programs that drive results
• Provides you with ongoing information, support and evaluation practices—when and how you want them

Working with DC Providers

We recognize the importance of working closely with your other DC providers, including record keepers and trustees, to ensure we meet the needs of your plan and your participants.

• We have a dedicated team of relationship managers servicing record keepers
• All of our DC investment solutions are available to be traded with most record keepers
• We also have established procedures and automated trading to help ensure seamless service for our clients

Client Engagement Overview

For illustrative purposes. Does not cover comprehensive description of client engagement offering.

Every plan is different, and so are your concerns. Through our dedicated client engagement team, we connect your most pressing needs with the best of our capabilities to help you build the best retirement plan for your employees.