Wide choice of products. Employees have access to approximately 450 mutual fund families, Exchange Traded Funds (ETFs), stocks and fixed-income products. Additionally, more than 6,400 mutual funds are available with waived loads and/or no transaction fees.
Online application and single sign-on. Employees can enroll in a self-directed brokerage account online through Your Benefits Resources™ (YBR). Accounts are established in one to two business days and can be accessed seamlessly via single sign-on from the YBR homepage.
Unlimited flexibility and customization. Alight’s system allows customization of investments available in your employees’ window. We can limit windows to allow mutual funds only or mutual funds and ETFs. We also offer full brokerage windows, including stocks and fixed income, and can even restrict specific securities (e.g., company stock) or specific mutual funds.
Experienced and integrated call center. Each of our fully licensed representatives have a minimum of five years’ experience and possess a full understanding of defined contribution investments.
NAV purchase. Employees have access to approximately 450 mutual fund families, Exchange Traded Funds (ETFs), stocks and fixed-income products. Additionally, more than 6,400 mutual funds are available with waived loads and/or no transaction fees.
Protected website. Employees are not exposed to retail solicitors for other financial products as they are on many other provider websites.