Support and operational excellence for you

We give you Plan Sponsor education, a Plan health review and tactical Plan management. Add detailed reporting and a holistic approach to securing your data to the mix, and you can see how we support you every step of the way.
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Plan Sponsor education

• Fiduciary education
• Regulatory & economic reports
• Regular updates/reviews
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Tactical Plan management

Everything from fee disclosure and transparency to self-directed options for your participants

Plan health review

• Plan document services
• Ad-hoc custom reports
• Plan-level retirement reports

Detailed reporting

Our Plan Health Dashboard gives you the full picture of your Plan’s health, including:

  • Showing how all participants are engaging with your plan
  • Breaking down plan demographics, contributions and key measures
  • Showing your participants’ progress toward retirement readiness

A holistic approach to securing your data

We break it down into 3 key areas for fraud detection and prevention.

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People

  • Over 200 dedicated associates for data protection
  • 24 x 7 Security Command Center
  • Daily IT and Ops briefings
  • Associates as perimeter
  • Partnership with FS-ISAC for threat intel
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Process

  • Specialized security questions
  • Security education for members
  • Enrollment to web profile establishment
  • Electronic statements
  • FraudShare — Industry LOMA Founders Council
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Technology

  • Identity verifications
  • Multiple firewalls
  • E-Fraud validation
  • Pindrop® PhoneprintingTM 
  • GIACT — Early Warning
  • Proactive text messaging alerts
  • Participant “Account Lock” distribution holds
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