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Access & Information

How can we help you today?


We are committed to providing you with the strategic resources you need to effectively select, manage and monitor your benefit programs. You can access your plan sponsor account online from this page. Once logged in, you will be able to access detailed information about your Plan(s) and participants.

Retirement Services:

  • Comprehensive views of all your key Plan features including balances, transactions and documents.
  • View participant level data including census, balances, transactions and create a variety of reports on-demand.

Investment Services:

  • As a co-fiduciary, we share fiduciary responsibility with Plan Trustees and Investment committees while guiding them through a rigorous investment process that is fully transparent.
  • Plan participants have the ability to work one-on-one with qualified Investment Advisors who can offer individual investment advice at no additional cost.

Health & Welfare Services:

  • Review your Plan’s coverage limits, participation and other key features 24/7.
  • Run on-demand reports to gain an understanding of your Plan participation and utilization. These tools have been created to understand how your benefits are being utilized by your employee base.
  • Ability to electronically submit demographic and enrollment changes to ensure that your Plan participants’ information is accurate.

Insurance Brokerage Services:

  • Presentation and interpretation of periodic claims utilization reporting, pre-renewal analysis, renewal rate negotiation and competitive marketing.
  • Preparation of open enrollment communication, including memo and presentation to employees.
  • Research of various topical benefit issues, preparation of custom proposals as requested and assistance with any claims processing or enrollment issues.

Custom Plan Design:

  • We tailor Plans to meet your company goals whether they include employee retention, tax efficiency, succession planning or anything in between.
  • We monitor regulatory changes to identify new opportunities to enhance your Plan’s effectiveness.

If you have any questions, please feel free to contact our Client Service Center at 888-762-6088. We value your business and hope you’ll take advantage of these on-line resources.