Worker401k retirement plan services are designed to help employees understand what they have (the present), and what they can do (the future).
First, participants have access to a plan advisor, who can help the participant understand the plan, its options, and the best investment fit for them. Each participant’s retirement plan knowledge and tolerance for risk is different, and sometimes people just have questions.
Additionally, participants have anytime online access to their account via a full featured mobile-friendly website. The participant can view balances and transactions, select and research investments, rebalance their portfolio, and print reports.
Participants also receive a quarterly participant statement showing the details of their account. Paper copies are mailed to the participant each quarter, and electronic copies are available via the participant website.
Educational resources, forms, and documents related to the plan are made available via WorkerServices.