Timely and accurate information is vital for you and your plan members in an ever-changing environment. Fiduciary Services provides you various tools to help keep you and your employees informed.
We will coordinate with your Human Resources Department on the best way to organize and conduct education and enrollment meetings.
- Inform participants about the characteristics, plan design and benefits of your plan.
- Provide basic retirement planning and investment education, focusing on the importance of diversification, investment objectives, historical rate of return and other details of the investment funds selected by your sponsor.
- Explain the various disbursement options available during active service or upon termination of employment, including restrictions and tax implications for each payment option.
- Educate on how to manage the account online at popular.com/401k and/or through the voice response system.