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- Employee meetings regarding plan provisions and distribution planning and alternatives
- Investment education
- Retirement benefits optimization calculation
- Morningstar ClearFuture investment advice
- Scheduled account rebalancing
- Historical investment returns
- Prospectuses
- Interactive website
- Live call center operators
- 24-hour toll-free voice response unit
- Personalized quarterly reports
- Custom employee letters/communiques
- On-line enrollment and changes to personal information
- Personalized rate-of-return calculations
- Complete contribution and transactional history by account
- All statements and reports online
- All forms provided online
- All web and voice response unit requests online
- Plan sponsor web communication
- Investment profiles
- Four methods to reallocate current and future balances
- Loan modeling and application online
- Investment and educational tools
To learn more about how LJA can help you with your employee benefit planning and administration, contact us at (510) 893-8022 or comments@lj-a.com.
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