Wealth Solutions

Defined Contribution Administration

Focused on the financial wellbeing of you and your people

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Preparing for a comfortable retirement is key to helping your employees thrive now and in the future. We start by focusing on the unique needs of your business and your people, and help you navigate the cost, compliance and risk involved in managing your defined contribution plan.

Putting your people and their interests first

We know the financial situation of every employee is unique. That's why our objective, conflict-free suite of solutions and services are designed to help every employee understand their needs and take an active role in planning and saving for their future.

Deep industry expertise and brain power

We've managed defined contribution plans for many of the world’s leading companies. We've become a trusted guide to our clients, with a laser-like focus on outcome-oriented, evidence-based, measurable solutions. You'll also benefit from our strong history of creative problem solving and opportunity-spotting across plan functions.

Data-driven solutions

Our industry-leading data set, extensive client list, and action-oriented thought leadership provide insights and benchmarks to help you take the right actions for your organization and employees to succeed.

Supporting the needs of plan sponsors and employees

Plan sponsors
Employees

Solutions and services

Qualified and non-qualified plan strategy and design based on years of experience working with a wide range of organizations and plans
Open architecture platform that supports a full range of investment types
Plan sponsor portal and comprehensive plan reporting, including individual client benchmark and stewardship reports
Committed client service delivery teams and plan support, including regular meetings to review current service, address problems and explore ideas for improved solutions
Industry-leading research and trend reports including our monthly 401(k) Index^™ report, which tracks plan transfer activity for over 1.5 million participants
Fee-for-service pricing – you only pay for the services your organization wants and needs
Compliance solutions provide maximum assurance that your plan is up to date and in full compliance
Legislative and regulatory updates and information keep you current on all relevant legislation, issues and trends

Solutions and services

Full range of technology-enabled plan solutions, from innovative online and digital technologies to customer care to financial wellbeing strategies and services designed to understand and support each employees' goals and needs
Financial Wellness Online and Call Center, providing complementary financial education and information through an easy-to-use portfolio of tools, calculators and webinars on a wide range of personal finance topics
Self-directed brokerage window that supports more than 53,000 accounts and $4.6B in assets (as of 1/1/17)
Full range of financial advice and planning services that can be accessed online, by phone or in person. Licensed, unbiased financial advisors can help employees understand and manage their full financial picture, including current plan investments and outside assets
Award-winning engagement strategy and communications programs make it easy for your employees to navigate the enrollment process, optimize their benefits and take full advantage of all plan support features