Group Account Representative
Oversees the establishment of the relationship and initiates the transition process
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We help you meet your fiduciary responsibilities by providing funds that maintain adherence to suitability and risk parameters. You can easily compare the style, performance, risk and costs of these funds to determine their suitability for your plan. You can also make tactical changes to your fund lineup by removing funds that no longer meet your criteria.
Investment discipline
Adaptability
Value
Investment discipline
Value
As your retirement plan assets and participant base grow, our investment services can adapt to continue to provide you and your employees with a high level of service. We’re also adept at helping organizations that wish to transform their retirement plans.
Adaptability
Investment discipline
Adaptability
Value
For your retirement plan to appeal to all of your employees, it must offer significant and well-defined value over the course of their participation. They’ll find it in our carefully selected investment funds, outstanding service and engagement, and reasonable, clearly defined fees.
Group Account Representative
Client Relationship Manager
Client Relationship Manager
Primary contact for all questions
about your retirement plan services
Participant Account
Representative
Participant Account
Representative
Conducts group educational
seminars and meetings
Regional
Officer
Regional Officer
Responsible for the overall delivery of your retirement plan services
Service
Department
Service Department
Handles inquires and
processes transactions
