You need data on plan performance, utilization and competiveness to manage your benefits program effectively. Our tools and reporting measures are designed to help give you a clear view of what's going on inside your benefits program. They give you the ability to manage all of your retirement and benefit plans with ease and precision.
The Financial Wellness MonitorTM is a unique, powerful assessment tool for your 401(k) plan. The report measures whether employees are using the plan appropriately, diversifying adequately, taking advantage of the company match, and other important factors that can drive participant and plan wellness. This information enables you, with our help, to use targeted communications to change employee behavior and increase their likelihood of meeting personal retirement income needs.
Easy access to information
Benefits OnLine®, our award-winning* Web site, provides you and your participants with real time access to your retirement and benefits plans.
Benefits OnLine® lets you:
- Create customized eReports
- Update participant information
- Transfer indicative data
- Access plan and participant-level reports
We provide you with a "Plan in Review" quarterly report to help measure financial wellness and plan utilization trends. Data can help you identify strengths and weaknesses of specific plans and overall programs, including plan design and communications. Armed with this knowledge, we will work together with you to help employees achieve retirement readiness.
*DALBAR, Inc., a leading financial services research firm, examined 45 websites tailored to Defined Contribution plan participants. Scores were based on the quality and range of capabilities and content provided, ease of navigation and ability to locate information. Consideration of a website for the DALBAR Communications Seal includes a rigorous examination and scoring of the site, as well as a comparison of its offerings and overall usability to the retirement and benefit plan industry. Websites are evaluated based on five factors, including: DALBAR designation, functionality, usability, appeal and number of errors.